Setting up automation in Emma can feel like a puzzle when you're not sure which trigger type matches how you're syncing contacts from Salesforce. The right trigger depends on how contacts are added or updated, and whether the add is a bulk import or a single-record add.

The Solution

One Salesforce toggle drives both bulk-import automation flags: Trigger Emma workflows (field change and contact import) in the Emma Settings tab under General Options. When it is on, bulk adds (including Import Wizard) can fire Emma field change workflows for existing contacts and contact import workflows for new contacts.

• Importing contacts in bulk (Import Wizard) — use the Contact Import trigger type in Emma for new contacts, or a field-based trigger for existing contacts. Signup workflows cannot fire from Import Wizard.
• Reacting to field data changes — enable the same toggle, then use a field-based trigger in Emma.

In Emma, you can review all available trigger types in the workflow builder.

If you are working with our Import Wizard, we suggest the Contact Import trigger type, which triggers for new contacts. It is worth noting not all Emma accounts have access to this trigger. You can check with Emma directly to see if the option can be enabled.

If you are adding records one at a time via the Audience related list on a contact or our flow invocable action with Trigger Automation, you can use the sign-up trigger type. It will act as if the Salesforce contact used the signup form themselves. Signup triggers never fire from Import Wizard or other bulk imports.