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Best answer

Seeing a “Duplicate data” error when trying to create a lead in Zoho CRM

  • February 3, 2021
  • 2 replies
  • 450 views
C
I'm trying to connect my Facebook forms with Zoho CRM, but I've a few problems:
 
1. Unable to create lead
 

 

 
Zapier registers all the leads that we get through Facebook. Nonetheless, it doesn't send them correctly to the CRM because it says that tere is duplicate data (I think it might mean that we already have this lead). However, we don't mind if we already had this lead as long as it's registered to our CRM.
 
How can we solve it?
 
2. Action Event
 
 
When I choose which event we want to register to Zoho, I can't find the option ''create a lead'' (even if I try to write it into the searcher). 
What should we do in order to create a lead?
 

 

A lot of thanks!
Junjie
 
 

Best answer by Troy Tessalone

Hi @CORR 

Believe the duplicate setting can be configured in Zoho CRM: https://help.zoho.com/portal/en/kb/crm/manage-crm-data/duplication-mangement/articles/check-duplicate-records

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2 replies

Troy Tessalone
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  • Troy TessaloneZapier Expert
  • Zapier Expert
  • 30939 replies
  • Answer
  • February 3, 2021

Hi @CORR 

Believe the duplicate setting can be configured in Zoho CRM: https://help.zoho.com/portal/en/kb/crm/manage-crm-data/duplication-mangement/articles/check-duplicate-records

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
Troy Tessalone
Forum|alt.badge.img+14

@CORR 

Try one of these available Zoho CRM actions, which you should be able to specify the Module Type as ‘Lead’.

 

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