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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?

 

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. 


this worked a treat, thank you so much!