I’m trying to build a connection with Cognism and SugarCRM for lead uploads. When I go to create the Zap it gives me the option of searching against 2 search fields “first name” and “last name”. I want to be able to add more search fields on the zap to have “first name”, “last name”, “email”, “company name” as an example. Because names like John Smith would never make it passed the upload but could be a different person. Anyone know how I add to this?
+14
Hi
Good question.
It’s best practice to search based on unique data points. (e.g. email, phone number, etc.)
Otherwise, you can configure path route logic for the different.
Using Paths in Zaps requires a Pro+ plan.
https://help.zapier.com/hc/en-us/articles/8496288555917
e.g. Search by Email, if match = true, then do X, if match = false, then search by Y.
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