Context: User fills out Gravity Form on website with their information and file uploads which then Zapier sends the info over to ZohoCRM creates a new lead and adds the files to the attachments area.
Trying to add files uploaded in Gravity Forms (1-3 GF upload fields) to the attachments area in a ZohoCRM lead using “Create Module Entry” in Zapier.
Anyone know how to do this?
I can see there is another Zap type called “add attachment” to an existing lead..
but I have no idea how to do a search and match it to the correct lead, if thats even possible all in the one Zap?
How do I add files uploaded in Gravity Forms to the attachments area in a ZohoCRM lead using “Create Module Entry”?
Hey
Keep us posted!
Im glad I can help 😊
From what I see in the screenshot, yes that is correct. Have you tried testing that step?
I do have a feeling that the URL you provided in Attachment File will not work though. You might need to add a step that uploads files into Google Drive first.
That makes sense yes =)
but where do “pass / find “ the ID of the module created in the previous step?
what do I put in the ID field?
I followed your instructions and this is the only data available after it says ID 1 not sure if thats going to change each time so it gets attached to the correct lead?
Also thank you for the prompt help it’s really appreciated was not expecting a reply so fast!
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