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Extracting lead name from amoCRM

  • 1 March 2021
  • 9 replies
  • 65 views

Hi there! 

Does anyone know how can I solve my issue with amoCRM integration?

I’ve set a trigger for “new task” in amoCRM and as a result of the zap I need to receive a message in Slack with task type and lead name. 

Currently I have an issue with linking lead name. Which settings should I use to perform Find lead action after trigger is set? 

 

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Best answer by SamB 2 June 2021, 12:27

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9 replies

Userlevel 7
Badge +14

Hi @Victoria_N 

Are you getting an error when testing the Find Lead step?

If yes, then what is the error being returned?

Hi @Victoria_N 

Are you getting an error when testing the Find Lead step?

If yes, then what is the error being returned?

yeap. that’s it:

 

Userlevel 7
Badge +14

@Victoria_N 

That’s an expected error response, when no match could be found for the provided data point.

Perhaps try choosing a different record from the trigger step to test with.

Check this article: https://zapier.com/help/create/basics/change-the-test-data-in-your-zap-trigger

@Victoria_N

That’s an expected error response, when no match could be found for the provided data point.

Perhaps try choosing a different record from the trigger step to test with.

Check this article: https://zapier.com/help/create/basics/change-the-test-data-in-your-zap-trigger

it’s the same with any lead. Looks like smth is goint wrong with parameters to be set

Userlevel 7
Badge +14

Try setting the Query value to “contact” or “lead” depending on what Unique Lead Identifier value is being used.

 

 

Try setting the Query value to “contact” or “lead” depending on what Unique Lead Identifier value is being used.

 

 

Hmmm… Now it’s set like this:

And still not running when creating a task. 

Here is zap log from history:

 

Userlevel 7
Badge +14

@Victoria_N 

Might be best for you to open a ticket with Zapier Support: https://zapier.com/app/get-help

Userlevel 7
Badge +10

@Victoria_N 
Just checking in to see if you still need help with this? 

Userlevel 7
Badge +11

Hey @Victoria_N

It looks like you’ve reached out to our Support team and they’ve helped you out with this. For anyone who finds this thread, it seems this was solved by removing the value selected for the Query field and just searched for the Lead ID (Unique identifier of the Contact or Lead) in the Unique Lead Identifier field.


Seems like you’re all set here for now!