Question

Issue with linking companyname ID in Zoho Begin with pipeline record

  • 6 June 2024
  • 1 reply
  • 27 views

Hi everyone,

I am in the process of setting up a Zap in Zapier to create a new contact, company and pipeline record in Zoho Begin from a contact form submission via a webhook. While I can successfully link the contact to the company via the companyname ID, I run into a problem when I try to link the pipeline record to the company ID. The problem is that there is no field in Zapier to link the pipeline record to the company. There is only a field to add a contact with a contact ID.

Has anyone had any other experience with this issue or know how to resolve it?

Any help or suggestions would be greatly appreciated!


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1 reply

Userlevel 7
Badge +14

Hi @blutwerte 

Provide more context by posting screenshots with how your Zap steps are outlined and configured in EDIT mode.