Our CRM does not recognize string values but rather numeric value for certain questions and so we need to find/replace these strings with numeric values.
Here is an example; when the form response says “Purchase” we need the formatter to send “348” to our CRM.
Purchase = 348 Refinance = 349
Here’s the problem I’m having:
It doesn’t appear I can add multiple replace actions inside of formatter without adding multiple formatters
I don’t see that formatter is recognizing the other potential answers of a question.
Ex. Question 1 might have three questions, but zapier is only recognizing 1/3 possible answers and allowing me replace
If anyone could help me out, it’d clear a huge project I’m working on right now.
@Jfifelski Hey there! Troy’s right here that a lookup table might be your best bet. Did you manage to try this out. Let us know if that solved your problem!
Hi @Jfifelski!
Without jumping into Code, here’s how you can tackle this with the Formatter (scroll down to Alternate Method if you want to save 1 task and use Google Sheets instead).
You only need one Formatter step per Typeform question, and not per possible answer:
Then you’ll map each of those outputs into their respective fields for your CRM.
Alternate Method
If you don’t want to mess with the Formatter and would like to do everything in one step, you could use something like Google Sheets and set it up like this:
Then in your Zap you can do something like this:
Then in the row that is returned you’ll have one column per value that you need (similar to what the Split Text step above gives you):
Hope that helps to give you some ideas of how to get things done without using Code steps (spoken by someone who doesn’t know code well enough to default to it).
