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Create Contact in Zuora from salesforce

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Tutor

Create Contact in Zuora from salesforce

I am trying to create Contact in Zuora by sending the contact information from Salesforce, I am successful in Creating account in Zuora but not able to Create Contact.  

3 REPLIES 3
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Zuora Staff

Re: Create Contact in Zuora from salesforce

Hello there.  Contacts get created in Zuora from Salesforce when you add the contact to a quote as a "Bill To" or "Sold To" recipient and send the quote to Zuora. By just creating a contact related to an Account (even while that Account exists and is linked between Zalesforce and Zuora), synchronizing will not bring the contact over into Zuora.

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Tutor

Re: Create Contact in Zuora from salesforce

Hello, Thank you for the response

But here we are not making use of the quote. We are directly sending the Contact info from contact page layout with a custom button to create at zuora.

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Support SME

Re: Create Contact in Zuora from salesforce

@Raghubm: Could you please let me know what call the custom process exactly sends to Zuora, the steps of account and contact creation both in SF and Zuora would be helpful to understand the flow.






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