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Best answer

Zap isn't updating Salesforce picklist from PandaDoc

  • 1 October 2020
  • 1 reply
  • 206 views
M
Userlevel 1

I have a PandaDoc document that I’ve connected to Zapier and then back to Salesforce. After the document is filled in, the zap updates all of the fields in Salesforce except the ones that are picklists. For example, I get back the customer name, phone, etc., but none of the fields that have a dropdown menu where the client can select their state, “yes/no”, etc. What’s the problem? Thank you!

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Best answer by Troy Tessalone 2 October 2020, 00:42

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This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

1 reply

Troy Tessalone
Userlevel 7
Badge +14

When configuring the Zap, check the dropdown options in the pick list.

The value being passed need to match the smaller gray font value, not the larger black font value.

Example

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
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