I’m putting together a zap that takes a new CRM contact (Zoho Forms into Streak CRM) and then updating information if it’s been found in Wave and Google Contacts.
Presently (at least with Wave) I don’t see a way to CHANGE a contact’s information. It is possible to “search for” a contact, but if it exists I have to create a whole other workflow to update it. See, if it DOESN’T exist, I have the checkbox to “create one” but there’s no such checkbox to “update if exists”. You would think that Paths could solve this problem, but there’s no way to validate whether or not the search was successful, as far as I can tell, so there’s no way to tell Zapier what to do next depending on the outcome.
How can I search for and then either update or create new in one zap? Thoughts?
Best answer by Liz_RobertsView original