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?
Best answer
Trouble getting Zoho to update a lead from a Google Sheet
- Beginner
- 1 reply
Best answer by GetUWiredBest answer by GetUWired
Hi
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.
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+12- Zapier Expert
- 1030 replies
- Answer
Hi
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.
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