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Hi!

I’m working on creating a logic series not unlike the one described in this community post. I think Paths is the solution I need. However, when I try to use it in the Zap I started, I’m not able to add it. When I go from Paths to a new zap, it creates the branch as the trigger and it’s not changeable.

The logic I’m trying to achieve is:

  • Trigger: New or updated contact in Hubspot
  • Action: Find Contact in MS Dynamics
  • Action: If found, update
  • Action: If not found, Find lead in MS Dynamics
  • Action: if lead found, update
  • Action: If lead not found, create new Lead

 

Hi @rachelconsults 

Good question.

Paths must be added at the end of a Zap.

Then you can move existing Zap steps into the desired Path.

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