Hello everyone,
I am trying to build a Zap that updates a Salesforce Lead when it is marked as "Lost" in my sales engagement platform (Meetime).
My Goal: I need to find a Lead by email and then update two specific fields:
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Change Lead Status to "Disqualified".
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Add a value to a custom field called "DisqualificationReason".
Important context: I am trying to resolve the mapping for "DisqualificationReason" first because filling this field is mandatory in my Salesforce setup to mark a lead as Disqualified. However, even when I try to update only the "Status" (ignoring the mandatory field for a moment), I face the exact same problem described below.
The Setup:
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Trigger: Meetime (Lead Lost)
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Action: Salesforce > Find Record (Search by Email) -> This works perfectly and returns the Lead ID.
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Action: Salesforce > Update Record
The Problem: I am unable to see or select the fields I want to update.
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When I add the "Update Record" step, the "Salesforce Object" dropdown list does not show "Lead" or doesn't load options properly.
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I had to use the Zapier Copilot to force/fill the Object field with "Lead".
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Even though the Object is set to "Lead" and I have mapped the "Record to Update" with the ID from step 2, no fields appear below for me to edit. The section where I should map "Status" or "DisqualificationReason" is completely empty.
I have also tried the legacy "Update Lead" action, but I face a similar issue where the specific fields do not appear for configuration.
Has anyone experienced this issue?
Thanks!
