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Question

How do I update a pipeline for an existing lead in HubSpot?

  • November 21, 2023
  • 3 replies
  • 53 views
M

I know that I can assign a pipeline to a new lead. What if pipeline changes for an existing lead? I don´t see the field “Pipeline” if I choose “Update Lead”, only when you choose “Create Lead”. Is it possible?

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

3 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • November 21, 2023

Hi @Marina158 

Please clarify which app you are trying to use.

⚡ Troy Tessalone - AutomationAce.com | Platinum Zapier Solution Partner | #1 Zapier Community Contributor
M
  • Marina158Beginner
  • Author
  • Beginner
  • November 21, 2023

Dear @Troy Tessalone,

This is the same zap as my previous question. 

Gmail (New Email matching Search) - Nutshell CRM. 

 

 

Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • November 21, 2023

@Marina158 

If a field is not available in a Zap action, then you may have to explore using the app API.

Nutshell API: https://developers.nutshell.com/

App APIs can be used in Zaps via these apps:

⚡ Troy Tessalone - AutomationAce.com | Platinum Zapier Solution Partner | #1 Zapier Community Contributor
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