Best answer

Zoho CRM duplicate entries for same update and prevent the zap from running twice

  • 22 April 2021
  • 2 replies
  • 113 views

Userlevel 1

I have a zap that based on a Zoho CRM lead update with a filter that a specific field needs to have a certain value to send out a text message.  However, I am always getting 2 records into Zapier and then of course it sends out to text message.

 

My flow

Trigger: Update Module Entry for Leads

Filter Field SMA Day 0 15 min = 15 mins

Send SMS

 

It appears that zoho sends 2 records for the SMA Day 0 15 mins being updated and for the last activity filed being updated as they are sent at the exact some time.  Is there a way to tell zapier to only send one of the records through the process?

icon

Best answer by Troy Tessalone 22 April 2021, 23:54

View original

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

2 replies

Userlevel 7
Badge +14

Hi @stayaheadmkt 

Might be best to open a ticket with Zapier Support to help you troubleshoot this issue: https://zapier.com/app/get-help

 

One option might be to use Zoho Workflow Rules and send data to a Zap trigger that uses a Webhook.

https://help.zoho.com/portal/en/kb/crm/automate-business-processes/workflow-management/articles/configuring-workflow-rules

https://zapier.com/apps/webhook/integrations

Userlevel 7
Badge +10

@stayaheadmkt 
Just checking in to see if you still need help with this?