Hello - I am new to using Zapier, so help here would be much appreciated.
We use Zoho CRM to track Deals, Marketing data, etc.
One of the things we would like to track is customers that get attributed to Marketing. Basically there is a “yes/no” field in the Accounts (customer) module of Zoho CRM that we use to identify who is and isn’t a customer that is a lead because of Marketing efforts. What we would also like to track is “How old” the customer is based on the the oldest closed deal. To do this, we want to pull the “oldest” closed date from the “Deals” module and put it in its own field.
Example, lets say Company XYZ is attributed to Marketing. And lets say that there are 5 Deals with them, the closing dates are 1/1/2023, 1/9/2023, 2/5/2023, 2/26/2023, and 3/1/2023. Right now the Zap I have setup is always overriding the “Marketing Attribute Date” field in the Accounts Module of Zoho CRM with the most recent date (in this case 3/1/2023). However, the date I want it to take is the oldest date which would be 1/1/2023.
Anyone have any experience with this and can lend a hand?
Thanks Zapier Community