How I should add additional Zapier action to actually check if the contact exists, if yes, you can use the returned contact ID to associate the deal to the contact, to Find Contact trigger with the job.
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Userlevel 7
+12
- Zapier Staff
- 3731 replies
-
9 November 2022
Hi
Could you share some more details about what you’re trying to do? Specifically, which app or apps are you using and if you’re already part way through setting up a Zap, what do you have so far?
Thanks!
Hi, This is my Zap,
in step 3 when creation contact with an existing email in Concord CRM, there make an errors so we need to check if email already found make assign contact to a deal, if not creat contact .
Userlevel 7
+8
- Certified Zapier Expert
- 803 replies
-
9 November 2022
Hi
I couldn't find Concord CRM in the list of apps, is this private integration?
If so, does it have a Find Contact action? Because this is what you would need in Step 3. Most integrations would have a Find Contact action AND a Create Contact if doesn't exist, so you can combine both into one action.
Userlevel 5
+7
- Zapier Staff
- 386 replies
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10 November 2022
Friendly check in
Best,
Rachael
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