Finding Deals In CRM To Update

  • 7 November 2022
  • 3 replies


Can someone please explain to me how Zapier finds certain deals in pipeline deals to update?  I’m trying to set up a zap that updates a deal in pipeline deals. Is it the required I.D that Zapier uses to find the deal?  Any explanation will be helpful. Thanks


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3 replies

Userlevel 7
Badge +14

Hi @EricB1987 

Good question.

You can use the ‘Custom’ option to map an ID from a previous step.


Userlevel 6
Badge +6

Hey @EricB1987 ,


Can you try to use below action?



This will give id which you can use in text action to update the deal

Userlevel 7
Badge +8

Hey @EricB1987 👋🏾, looks like you got some good advice above! Do you have any other questions we can get answered for you?