Is there a way to create a Deal but first “look” to see if a “Lead” exists then convert it? In other words, I need a way to convert LeadsInbox lead to a Deal via a automation ie. Zapier
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Userlevel 1
Yes, it’s working for me now. Thank you.
Hey
Were you able to get things working or can we still help out here?
Hi
Can you reply with the CRM that you are using?
If you are using Pipedrive, you can use path operation (Or 2 zaps with filters) to achieve this.
Trigger | ||
Find Lead | ||
If exists | PATH | If doesn’t exist |
Convert lead | Create a new deal |
Although, you may need to use API solution to convert lead as I assume Zapier natively doesn’t support converting a lead.
Outliant
https://www.outliant.com/automation automation@outliant.com
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