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Chelsea_Kiko
Chelsea_Kiko
New Participant
January 15, 2018
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Custom Activity - Net New Leads?

  • January 15, 2018
  • 1 reply
  • 2881 views

Hi everyone, we are new to custom activities and custom objects. After exploring and doing some research, we realized custom activities is the right way for us to go. However, when we were testing custom objects, we noticed it didn't read net new leads and sync them over via list import or API - is this the same as custom activities? I know I can test it, but we are in the process of having our dev team set up the API workflow and I am trying to get ahead of the game and see if anyone knows this answer off the top of their head. Thanks in advance!

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Best answer by SanfordWhiteman

Yes, you must know the lead ID.

Note this cuts down your effective daily API call limit by half, unless you keep a separate cache of IDs.

1 reply

SanfordWhiteman
SanfordWhiteman
New Participant
January 15, 2018

Your question's a bit unclear. Do you mean "didn't auto-create" leads?

Chelsea_Kiko
Chelsea_KikoAuthor
New Participant
January 15, 2018

Sandy, you got it. Correct.

I don't mind having to write in the API workflow to create the lead first, then update the lead object record with the custom activity. But, I didn't want to do it if it was not necessary.

So, it did not auto-create leads when we tested custom objects, is custom activity the same way?

SanfordWhiteman
SanfordWhitemanAccepted solution
New Participant
January 15, 2018

Yes, you must know the lead ID.

Note this cuts down your effective daily API call limit by half, unless you keep a separate cache of IDs.

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