Question

Finding Deals In CRM To Update

  • 7 November 2022
  • 3 replies
  • 34 views

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

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?