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Question

Updating LeadConnector Opportunity

Chris1234

Hi,

I have a current connection set up with LeadConnector and Google Drive. The use case is to create a unique Google Drive folder for every new opportunity that is created in LeadConnector. This works functions well, as shown by Steps 1 and 2. 

However, the issue arises when I try to update the existing opportunity in Step 4 (Step 3 is just an email). There is no search function so I tried just matching against First Name + Last Name or email but they just create brand new opportunities instead of updating the exisiting one. Any help would be great!

 

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4 replies

Troy Tessalone
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Hi @Chris1234 

Good question.

It would be better to use this Zap action: LeadConnector - API Request

 

HighLevel API: https://highlevel.stoplight.io/docs/integrations/ca75b3ab9e828-update-opportunity

 

If you need help, consider hiring a Certified Zapier Expert: https://zapier.com/experts/automation-ace

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
Chris1234
  • Chris1234
  • Author
  • New
  • 2 replies
  • July 26, 2023

@Troy Tessalone Thanks for the reply- Is the above solution the only way to update an opportunity/contact? That seems strange since the actions do say to Update as well. 

Troy Tessalone
Forum|alt.badge.img+14

@Chris1234 

Sometimes Zap app triggers/actions can be programmed incorrectly on the backend, which might be the case here.

The HighLevel workaround option provides more control albeit a more advanced approach.

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
Chris1234
  • Chris1234
  • Author
  • New
  • 2 replies
  • July 26, 2023

@Troy Tessalone Understood and thanks. The issue is that we are currently a subaccount and using your approach requires a level of access which we do not have. 

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