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Question

How do I automate refund process for bad leads using Zapier integration?

J

I am trying to set up a zap to push a bad paid lead back to the lead provider for reimbursement so I dont have to manually email them every time we get a bad lead. I really need to speak to a live person because theres no way I can explain this.

2 replies

Troy Tessalone
Userlevel 7
Badge +14

Hi @Joe The Show 

Zapier Customer Support options per plan: https://zapier.com/l/support

 

You can try recording and sharing a Loom.com video to give us more context.

 

If you need help, consider hiring a Certified Zapier Expert: https://zapier.com/experts

 

For us to have more context, we would need to see screenshots with how your Zaps steps are outlined and configured in EDIT mode so we can see which app/event you are trying to use.

 

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
ken.a
Userlevel 7
Badge +6

Hi there @Joe The Show,

I just came across your post here and wanted to check in here to see how you’re getting on. Do you still require assistance regarding your desired workflow? If so, please send us the necessary details and screenshots/video recording so that we can assist you and provide you the best suggestion for your desired workflow.

Thanks!

Reply


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