Question

Perfex CRM error: CRM Required field "Source" (source) is missing. Required field "Name" (name) is missing.

  • 23 November 2023
  • 3 replies
  • 38 views

I have a problem when i try to import leads from facebook to my perfex crm . 

as this problem happen :

Failed to create a lead in Perfex CRM

Required field "Source" (source) is missing. Required field "Name" (name) is missing.

as the source already facebook !! and name is the same full_name !! 


3 replies

Userlevel 7
Badge +14

Hi @mohamedenab 

Good question.

Please post screenshots with how your Zap steps are configured to give us more info.

thank you I had already solved it . but now I have another problem . In this zap i am ipmorting leads from facebook the make a round robin to divide leads equally to 10 person then sent to each one whatsapp message when it is his turn . And I want to assign the leads to him on perfex crm after round-robin not before it like now but the problem is that the output is number not lead information to assign it , so wha do you advice me to do !

 

Userlevel 7
Badge +14

@mohamedenab 

We would need to see specific examples to have a better understanding of the issues you are having with configuring the Zap steps. (screenshots)

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