Hi! I'm rather new at this but need a lot of help since a can't find a solution to the former statement (How to set up Find or create lead in Microsoft Dynamics 365 CRM and avoid duplicates?)
I'm sure it is simpler than I think but I've tried mane times but don't manage to get real solutions
Best answer by AndrewJDavison
Hi
The easiest approach here would be to add the search step, then a filter step that checks the success of the previous search step (Only continue if "ID" does not exist), and then add your create step after that.
Make sense?
+11Hi
The easiest approach here would be to add the search step, then a filter step that checks the success of the previous search step (Only continue if "ID" does not exist), and then add your create step after that.
Make sense?
+12Hi
Could I ask where you're having trouble? Have you had an error in the Zap? Or does it create a new lead even when there's already an existing one? If you could give us a few more details then we should be able to help 🙂
+11There doesn't seem to be support for Find & Create - just Find:
Microsoft Dynamics 365 CRM Integrations | Connect Your Apps with Zapier
+12Oh dang, sorry about getting that wrong!
In that case
Here's a guide to using Filters if you haven't used on before https://zapier.com/help/how-get-started-filters-zapier/
Thanks for all the ideas the Find or Create Lead action worked like a charm but now I'm trying the next instance: what if the lead enters in other time? With other interest? I'd
like to update it... Zapier offers an option but I've tried several custom values but it gives an error every time
What value should i input?
+12Great! I'm glad that the Find lead and filter worked 🙂
If you'd like to customize a lead that was found in the Find Lead step, then the custom value that you need will be the Lead ID.
The ID should look like that long string of numbers and letters that you can see in light grey, to the right of the names in the Lead drop down.
ok ill try it
This process can be config in one long zap or is it better to do it in a different one?
I don't know what I'm doing wrong it gives me duplicates :(
Correo means email
what could be left to do?
+12The Microsoft Dynamics 365 Find step can be a little tricky because of this setting:
If this is set to no, then it will only 'Find' the existing lead if all of the fields match. Could you try setting that dropdown to yes and seeing if that does the trick?
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this is the error