Create or Update contacts from KlickTipp in Salesforce

This scenario synchronizes contacts from KlickTipp to Salesforce whenever a contact is tagged in KlickTipp.

It is triggered by a KlickTipp webhook and receives the full contact dataset, including personal data, custom fields, and metadata. The scenario checks whether a Salesforce Contact ID already exists and which marketing opt-in status is saved in KlickTipp.

Logic overview:

If no Salesforce Contact ID exists, a new contact is created in Salesforce using the KlickTipp data.

If a Salesforce Contact ID exists, the corresponding Salesforce contact is fetched and updated with the latest information from KlickTipp, including assigned topics.

After creating a new Salesforce contact, the generated Contact ID is written back to KlickTipp and stored in a dedicated custom field for future updates. Additional topics can be set based on KlickTipp tags.

What this scenario does:

• Listens for tagged contacts in KlickTipp
• Creates new Salesforce contacts when needed
• Updates existing Salesforce contacts
• Stores the Salesforce Contact ID in KlickTipp
• Keeps both systems continuously synchronized

Benefits:

• Salesforce remains the central CRM with up-to-date data
• Prevents duplicate contacts
• Enables reliable bidirectional syncing
• Fully automated and event-driven
• Supports strong sales and marketing alignment

This scenario is ideal when KlickTipp is used for marketing and engagement, while Salesforce serves as the CRM source of truth.