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Best answer

How do I take an action in Podio when my trigger doesn't give me all required fields?

  • January 29, 2023
  • 2 replies
  • 59 views
U

Im connecting FB ads Leads to the CRM Podio

On Step 2 of connecting to Podio under “Set Up Action” Ive got the customers name, number, email address as required field in my CRM but the rest of the information is not required. However, Zapier has customers name, number, email address + 2 more boxes (home address and number of bedrooms) with required field which shouldn’t be required. I cantt move on to the next step because of this.

In the FB lead form I dont ask customers for their property address and number of bedrooms so how will Zapier get that information? 

 

I hope I have explained it well. 

Thanks

Best answer by Troy Tessalone

Hi @Umair Shaikh 

Good question.

Check Podio to see if you can adjust those settings to make those fields to not be required.

Then refresh the Zap step to see if those fields become not required.

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

Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • 34001 replies
  • Answer
  • January 29, 2023

Hi @Umair Shaikh 

Good question.

Check Podio to see if you can adjust those settings to make those fields to not be required.

Then refresh the Zap step to see if those fields become not required.

⚡ Troy Tessalone - AutomationAce.com | Platinum Authorized Zapier Solution Partner | #1 Zapier Community Contributor
U
  • Umair Shaikh
  • Author
  • New
  • 1 reply
  • January 29, 2023

Hey @Troy Tessalone 

Yes that worked, although I had to wait 10-15 minutes rather then just refreshing the page. 

Thank you!

 

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