When I add a tag on an action plan as the first step on the lead flow, then have Zapier trigger on that tag it doesn't work. I think it's probably too fast for Zapier to pick it up vs. adding the tag after the lead was created. What are your thoughts?
Best answer
FUB tag on action plan
- Beginner
Best answer by MohSwellam
Hi
The problem with filling the data manually in any App is that some data will fire the zap while the rest of the data is still being typed. This is why it is always advised to have one of 2 things:
- Either a field in your app that is a checkbox to Trigger Zapier
- Or to have the data all added at once using some kind of form then send it to the app you need
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+9- Architect
Hey
Also, is your Zap turned on or are you still testing/editing? Let us know and we’ll keep working through this one with you!
- Beginner
Then I go back in and the phone number is there, I think Ylopo sends the email first, then fills in the other data. By the time the other data is there the zap has failed. I even tried delaying it 1 minute.
Trying this method since the tag trigger didn’t work in follow up boss from the lead coming in directly from Ylopo and being tagged at the very instant it came in.
+8- Zapier Orchestrator & Solution Partner
- Answer
Hi
The problem with filling the data manually in any App is that some data will fire the zap while the rest of the data is still being typed. This is why it is always advised to have one of 2 things:
- Either a field in your app that is a checkbox to Trigger Zapier
- Or to have the data all added at once using some kind of form then send it to the app you need
- Beginner
+8- Zapier Orchestrator & Solution Partner
I haven't used Follow Up Boss so Im not familiar with its setup. But that should work yes, you’re saying it didn't?
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