Best answer

Find & Update existing lead in Nutshell

  • 24 February 2022
  • 2 replies
  • 189 views

 

Hello,

I need help please with setting up a Find & Update Lead zap.

Specifically, what I need to set in the Existing lead field to update the existing lead once found.

 

What do I select so that the lead that’s been found is then updated? 

 

Here’s what I’ve tried:

  1. Selecting Existing lead, which works only for that specific lead that I’ve tested in Zapier. But then doesn’t work for subsequent leads so I don’t think this is right? 
  2. And then under Custom, I’ve tried these fields listed below, one by one. It either comes up as an error message in Zapier so is clearly wrong, or same issue as above.

Wufoo  1.Email Address

Nutshell  2. Email

Nutshell  2. ID

Nutshell 2. Zap Search Was Found Status

 

 

 

Full context...

The zap is triggered by a form submission from Wufoo. To firstly check if the lead already exists in our Nutshell CRM (Find Lead in Nutshell) and then set a rule to only continue is there is a data match. These parts seem to be working so I think this setup is OK? But if this is the root cause here I’d love to know what I need to fix. 

 

Thanks in advance!!

 

icon

Best answer by robschmidt 24 February 2022, 02:45

View original

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

2 replies

Userlevel 7
Badge +9

Hi @SCMLF 

In the Existing Lead field use this ID field from #2 action.

Also your filter is also wrong, in first field of the filter pick “zap search was found” and then exactly matches then true.

 

Thank you!!! @robschmidt