Hello,
I created a zap connecting sendinblue and sellsy and it works.
My question is : I need to create opportunities with individuals and not a companies. How is it possible?
Thank you
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+6- Zapier Expert
- 693 replies
Hey
- First add an action to create contact
- Than add an action of creating an opportunity. So while creating an opportunity, link the above contact in this opportunity.
Hope this solves your problem.
- Beginner
- 7 replies
I tried already but how can I do to link the above contact to the opportunity?
Thank you
+6- Zapier Expert
- 693 replies
Hi
When you create a contact, this action will give you an id. Now give this ID as input in next step when you create an opportunity.
+14- Zapier Expert
- 31147 replies
Hi
Here’s a help article about mapping data points between steps using the ‘Custom’ mapping option: https://zapier.com/help/create/basics/set-up-your-zap-action#set-up-your-action
NOTE: Most apps requires the internal ID to link objects, which can be see by looking at the possible dropdown values in a single select fields. (notice the smaller gray value underneath the friendly label)
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