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Trouble getting Zoho to update a lead from a Google Sheet

  • 9 February 2022
  • 2 replies
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Userlevel 1

Trying to get Zoho to update an already existing lead using information from a Google Sheet, however I am having trouble getting Zapier to identify this lead and then update it, anyone have experience on this and can help me out please?

 
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Best answer by GetUWired 9 February 2022, 14:40

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Userlevel 7
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Hi @josh_ts 

You will need to use a find lead step before you can update the lead

Your flow should be something like:

Trigger: Google Sheets
Action: Find Module Entry (Lead)
Action: Update Module Entry (Lead) - pass the id returned from step 2 into this step. 

The exception to the above would be if you have the lead id stored on the google sheet then you wouldn’t need to search for it. 

Userlevel 1

this worked a treat, thank you so much!