I’m very new to Zapier so apologies if this is a silly question.
I am successfully adding a new CapsuleCRM contact as a Drip subscriber, except that the tags aren’t displaying correctly.
I only want the tag name not the id etc. How do I extract just the information I need?
Best answer by Troy Tessalone
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It’s unlikely that you’ll be able to do any data transformation in the Zap using the Zapier Free Plan as that usually requires Zaps to be multistep which requires a paid plan.
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Will there be only 1 Tag or multiple Tags?
If multiple Tags, then you may have to use the Looping app: https://zapier.com/apps/looping/integrations
Then use the Drip Add Tag to Subscriber action step in the Zap.
That’s not really the problem. I have the correct data and that gets passed into Drip, I just need to separate out the information.
This screenshot shows how the tag “BNI” is displayed in drip. I only want the “name” bit.
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When you’re testing the Zap steps manually, make sure to use a trigger step record that has the mapped data points populated.
Article: https://zapier.com/help/create/basics/change-the-test-data-in-your-zap-trigger
There’s not really much to it, it is simply creating the subscriber with first name, last name, email address and tag. Here is a screenshot of the action step.
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Hi
Please post screenshots of how your Zap steps are configured for use to review and advise, thanks.
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