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Question

Jotform submissions not sending to Perfex as a lead

  • August 22, 2024
  • 2 replies
  • 22 views
A

This post was split from topic: 

 

I’m also having a similar issue with Jotform submissions not sending to Perfex as a lead. Perfex shows, clearly the POST from the API as a new lead. but perfex doesn’t show a lead. It seems the communications work well, but no lead actually shows up.

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

ken.a
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  • ken.aZapier Staff
  • Zapier Staff
  • August 29, 2024

Hi there @admin32,

Welcome to the Community! 🎉

I have moved your reply to a new post. I hope you don’t mind!

Before we dig deeper into this, would you mind sharing a detailed screenshot of how your Zap is configured? Also, please share a screenshot of the “Action” section of the action step that shows all of its fields. Like so:

46dd6c0979e3d815d621b8da43084ef1.png
(view larger)

Please don't include personal information in the screenshot, or be sure blur out any personal information.

Thanks!

SamB
Community Manager
Forum|alt.badge.img+11
  • SamBCommunity Manager
  • Community Manager
  • September 11, 2024

Hi @admin32 👋

It’s been a while since we heard from you here, did you since manage to get things working with the Zap?

If so, would you mind sharing some details on what the fix was? This would be really helpful to other folks in the Community here that having the same issue with Perfex too. 🤗

If not, can you share some screenshots showing the current set up of the Create Lead action as Ken mentioned? In particular I’d like to confirm what the Is Public field is currently set to. As you mentioned that it appears to show that a lead was created so I’m wondering if the lead was set to private instead of public in which case that might be why it’s not shown - do you think that could be the case here?

Looking forward to hearing from you!

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