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Hello,

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

 

Hi @EricB1987 

Good question.

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

 

Hey @EricB1987 ,

 

Can you try to use below action?

 

 

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

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

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