About Zapier Community
New to our Community? Get to know more about our space and how to make the most of your time here.

Code of Conduct Community FAQ's Zapier Common Questions What to Expect

Get Started With Zapier
New to Zapier? We have got you covered with our Zapier 101 Resources.

Zapier Essentials

Get Support
Have a question? Let's get you an answer!

How Do I...? Troubleshooting Code & Webhooks Developer Zone

Other Help Resources
Wait, there's more! Check out these Community sourced spaces for additional resources.

Zapier Help Center Hire an Expert

Zapier Products
Learn more about Zapier's new products.

Zapier Tables Zapier Interfaces

Zapier Reading
All of our best learning resources can be found here.

Featured Articles Show & Tell AI Hub Zapier Tools Hub

Learning Groups
Excited to meet other builders? Check out our interest areas full of doers, dreamers, and in-betweeners.

User Groups

Other Learning Resources
Some of our favorite additional ways to upskill your Zapier knowledge.

Zapier Learn Zapier Blog Zapier Webinars

Product Updates
Check out what is new and upcoming with Zapier with our regular product updates.

Product Updates

Early Access Program
Want to join Early Access? Learn more here.

Best answer

How do I copy Slack messages to Close CRM as call notes for the current lead?

  • 15 March 2024
  • 6 replies
  • 31 views
B

I want to set Zapier so that when I write a message in Slack, this text is copied to the note in "Close CRM" for the lead I am currently calling. Unfortunately, Zapier asks me to specify an exact lead ID, but I don't want just any specific lead, but exactly the one I'm calling or have called. 

icon

Best answer by Troy Tessalone 15 March 2024, 16:05

View original
This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

6 replies

B

@Troy Tessalone Thanks for your time and for responding that fast. I will send the Lead ID to Slack then, writing into the chat manually and process the information with Python. See you next time.  

Troy Tessalone
Userlevel 7
Badge +14

@Baum 

The Lead field expects a Lead ID as indicated by the field description.

You would either to provide that from Slack or lookup that value in another step.

Help article about using dropdowns: https://help.zapier.com/hc/en-us/articles/8496241696141-Add-custom-values-to-dropdown-menu-fields-in-Zaps

 

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
B
This is to be seen once I type to select a lead ID.

 

B
I’m looking for a dynamic Lead ID.

 

B
Overview
Trigger, which could also be a Google Form
Troy Tessalone
Userlevel 7
Badge +14

Hi @Baum 

Zap step input fields can accept dynamic values, but those values must be valid and formatted correctly.

Sounds like you would still need to supply the Lead ID.

For us to have more context, post screenshots with how your Zap steps are outlined and configured in EDIT mode.

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
Terms & Conditions