Question

LACRM to Flodesk: Trouble mapping groups, filtering, and field mismatch

  • 8 December 2023
  • 1 reply
  • 21 views

LACRM TO FLODESK SET UP PROBLEMS

LACRM Group “A” to link to FLODESK Segment “A”

LACRM Group “B” to link to FLODESK Segment “B”

Ideally Filter on for “only contacts from LACRM with an email address?” - how?

Have tried both Zaps “When a new contact is added in Less Annoying CRM” and “New Group Membership Addition in Less Annoying CRM” – same problems with both.
 

ISSUES SAME WITH BOTH

Can’t select which LACRM group? Also, some of my LACRM contacts are in two groups?

Have to pick a segment in Flodesk even though can’t select LACRM group?

Test data fields is a problem to fill then when you can there is a first name/ last name issue i.e. this comes up in Flodesk because name fields in the two systems don’t match?

Using test contacts that you select makes it difficult to ascertain if they have been allocated to the right segment in Flodesk as they are already up there?
 

OR

 

 


1 reply

Userlevel 7
Badge +14

Hi @Wendy Business Abundance 

Good question.

Try one of these:

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