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Question

Zap created for Ramsey leads not marking them as leads in Command

S

I have created a zap for my ramsey leads however when I look in command the lead is there but it is not marked as a lead.  I am not sure how to correct this.  Any suggestions?

9 replies

Troy Tessalone
Userlevel 7
Badge +14

Hi @Sandra M 

For us to have more context, post screenshots with how your Zap steps are outlined and configured in EDIT mode along with a screenshots of a specific example that you are referring to.

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
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S

Thank you for the help.  You can see on the command page the lead box is not marked.  Other than that all other items are good.

Appreciate the help.

Sandra

Troy Tessalone
Userlevel 7
Badge +14

@Sandra M 

In the Zap step for KW Command, the field for ‘Send to Lead Routing’ = “No”, which may be why.

 

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
S

hmmmm.  Okay thanks I will edit it and see if that works. 

Thank you

S

ken.a
Userlevel 7
Badge +6

Hi there @Sandra M,

I just wanted to check in here to see how you’re getting on. Are you still running into the issue here? If so, please let us know and we’re happy to troubleshoot further. 🤗

Reply


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