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Question

Updating LeadConnector Opportunity

  • 25 July 2023
  • 4 replies
  • 77 views
Chris1234
Userlevel 1

Hi,

I have a current connection set up with LeadConnector and Google Drive. The use case is to create a unique Google Drive folder for every new opportunity that is created in LeadConnector. This works functions well, as shown by Steps 1 and 2. 

However, the issue arises when I try to update the existing opportunity in Step 4 (Step 3 is just an email). There is no search function so I tried just matching against First Name + Last Name or email but they just create brand new opportunities instead of updating the exisiting one. Any help would be great!

 

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

4 replies

Troy Tessalone
Userlevel 7
Badge +14

Hi @Chris1234 

Good question.

It would be better to use this Zap action: LeadConnector - API Request

 

HighLevel API: https://highlevel.stoplight.io/docs/integrations/ca75b3ab9e828-update-opportunity

 

If you need help, consider hiring a Certified Zapier Expert: https://zapier.com/experts/automation-ace

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
Chris1234
Userlevel 1

@Troy Tessalone Thanks for the reply- Is the above solution the only way to update an opportunity/contact? That seems strange since the actions do say to Update as well. 

Troy Tessalone
Userlevel 7
Badge +14

@Chris1234 

Sometimes Zap app triggers/actions can be programmed incorrectly on the backend, which might be the case here.

The HighLevel workaround option provides more control albeit a more advanced approach.

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
Chris1234
Userlevel 1

@Troy Tessalone Understood and thanks. The issue is that we are currently a subaccount and using your approach requires a level of access which we do not have. 

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