Search Opportunity by Primary Contact

Look up a Salesforce opportunity on an account by matching it to one of a set of contacts, typically the external attendees of a meeting. Use this to find the right deal record when you know who was on the call but not the opportunity itself.

What It Does

Searches Salesforce for an opportunity tied to the account you specify whose primary contact matches one of the contacts you provide, and returns the opportunity's ID, name, and stage.

When To Use It

Use this after a meeting, when you want to find the opportunity associated with the people who attended rather than searching by stage. If you already know the stage of the opportunity you need, use Search Opportunity by Stage instead.

Configuration

Configure the node with these settings:

Field	What it controls
Account	The account the opportunity is associated with. Required.
Contacts	The primary contact candidates to match against, usually the external attendees of the meeting. Required.

Outputs

The node passes these values downstream. Check the Outputs tab on the configured node to confirm exact paths.

Variable	Type	Description	Example
`salesforceOpportunityId`	`string`	The ID of the opportunity in Salesforce	`{{nodeId.salesforceOpportunityId}}`
`salesforceOpportunityName`	`string \| null`		`{{nodeId.salesforceOpportunityName}}`
`salesforceOpportunityStage`	`string \| null`		`{{nodeId.salesforceOpportunityStage}}`

Example Workflow

After a call, a workflow passes the meeting's external attendees into this node to find the matching opportunity, then updates that opportunity's next steps with Update Opportunity.

Search Opportunity by Stage
Update Opportunity
Add Note to Opportunity

Need More Help?

Reach the AskElephant support team by:

clicking the Support tab on the right side of your screen,
emailing [email protected],
or using @askelephant support in your dedicated Slack channel.