Question

Updating module in Zoho CRM

  • 3 April 2022
  • 1 reply
  • 124 views

Hello,

I want to create a Zap with the event “Create/Update Module Entry in Zoho CRM”,

in which when two specific fields already exists, it will update the module instead of creating a new one.
The problem is that when I define 2 “duplicate check fields” it checks if only one of them exists, and then updates if it does. I want the zap to update the module only if BOTH of the fields in a specific module are the same as the ones entered.
Is there a way to do that?

 

Thank you.


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1 reply

Userlevel 7
Badge +14

Hi @AmirKatz 

Good question.

Perhaps try these Zap steps.

  1. Trigger: ???
  2. Action: Zoho CRM - Find/Create Module Entry
  3. Action: Filter (conditions to check the existing values IF existing module entry is found)
  4. Action: Zoho CRM - Update Module Entry