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Question

How do I update lead status in Zoho CRM After Calendly booking?

  • October 16, 2024
  • 2 replies
  • 34 views
L

Hi Zapier, 

I am facing issue in updating lead status 
i am explain the whole scenario 
 

Scenario 1 - Landing Page > Landing Page Form > click on submit button > details in my ZOHO CRM > Lead Status - Registered 
 

Scenario 2 - Landing Page > Landing Page Form > click on submit button > Redirect to Calendly > After calendly Booking > want to update lead status - Demo Booked 

But facing issue in updation of lead status 

please help me out of this 
 

Email - --email address removed--

Thanks 
Harsh Jain

 

This post has been edited by a moderator to remove personal information. Please remember that this is a public forum and to remove any sensitive information prior to posting.

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

2 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • October 16, 2024

Hi @lolly-user 

Try these Zap steps:

  • Action: Zoho CRM - Find Module Entry
  • Action: Zoho CRM - Update Module Entry
    • Map the Module Entry ID from the previous step

 

For us to have more info, post screenshots showing how your Zap steps are outlined and configured in EDIT mode so we can see the field mappings.

⚡ Troy Tessalone - AutomationAce.com | Platinum Zapier Solution Partner | #1 Zapier Community Contributor
SamB
Community Manager
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  • SamBCommunity Manager
  • Community Manager
  • October 23, 2024

Hi @lolly-user 👋

How did you get on with those Zoho CRM actions Troy suggested? Did they do the trick?

If so, we’d love to get that marked as the Best Answer to help surface this information to others in the Community. 

And if you’re still having any trouble, please do let us know - we’re here to help! 

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