Having trouble getting my head around updateing a contact in capsule.
I can see there is the option to Find contact and optionally create one but I can’t seem to figure out how to update the contact if it finds one?
Best answer
CapsuleCRM - find contact and update
- Beginner
Best answer by ikbelkirasan
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+6- Zapier Solution Partner
You’ll want to use an Action after your Search step.
- Trigger - IF this …
- Search - Find or Update Contact
- Action - DO this to the contact I just found or created
- Beginner
I understand the process.
But the action portion of the flow has no clear options to update a contact, only create new ones.
+6- Zapier Solution Partner
Yep, that happens sometimes! Looks like your “update” options are to create a note or a tag on what you found. If the Action isn’t there, unfortunately, it isn’t there. :(
+12- Zapier Solution Partner
- Answer
- Beginner
Exactly what I was looking for. Wish I hadn't been so hasty to select the answer before.
It even searches more than 50 tags which was my other issue.
Am I right in thinking that the official integration and the custom one don't play well together?
I tested it on the end of the current search task I had and it didn't work until I changed the search task over to the custom integration.
thanks again
+12- Zapier Solution Partner
I’m not sure why they didn’t play well together, can you elaborate? Did you get any errors?
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