Hi All,
I am looking to improve a zap between Acuity (or fb lead gen) and Zoho CRM.
Currently, the zap triggers when a form comes in and creates or updates a lead entry in Zoho CRM. The logic is simple, search for a duplicate entry by email, update the entry if found. If no entry is found, create a new one.
The issue: When updating the entry, I need to leave some fields unchanged. Updating the entry should only add appointment date and time. Everything else should remain as is. When creating a new entry I need to update all fields.
In Zoho flow this is achieved by doing a “fetch lead” → “update module entry” → on error → “create lead”
Is there a way to recreate this using a Zap?
Thank you for taking the time to read this.
Question
Update/Create Zoho lead entry with conditions
This post has been closed for comments. Please create a new post if you need help or have a question about this topic.
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.