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Question

fetch CRM data to google spreadsheet

  • 16 July 2022
  • 1 reply
  • 11 views
M

Hello Everyone,

I have set up an CRM for my business. Now I want to use that data for visualization in PowerBI. I have used “Leadconnector” to get data from CRM to spreadsheet.
Issue:

  1. If a new lead generated in CRM then it is perfectly fetch from CRM to spreadsheet. But whenever I modify/Update that lead it will not fetch to spreadsheet.
    Ex - 
    New Lead is 
    Name - David 
    Stage - Hot Lead 
    When I update that lead from Stage Hot Lead to Appointment booked 
    Stage - Appointment Booked 
    It will not fetch that data into spreadsheet.
    If anyone have Idea regarding that please help.
    Thanks
This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

1 reply

Troy Tessalone
Userlevel 7
Badge +14

Hi @Mohsin 

Good question.

Please post detailed screenshots with how your Zap steps are configured in order for us to have context, thanks.

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