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Question

Finding Deals In CRM To Update

  • November 7, 2022
  • 3 replies
  • 47 views
E

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

 

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

3 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • November 7, 2022

Hi @EricB1987 

Good question.

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

 

⚡ Troy Tessalone - AutomationAce.com | Platinum Zapier Solution Partner | #1 Zapier Community Contributor
jayeshkumarbhatia
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Hey @EricB1987 ,

 

Can you try to use below action?

 

 

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

chanelle
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  • chanelleZapier Staff
  • Zapier Staff
  • November 9, 2022

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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