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Best answer

Syncing phone numbers between simPRO and High Level for opportunity updates

  • April 7, 2025
  • 1 reply
  • 23 views
K

When creating a new quote / job in simPRO. I want to be able to create / update an opportunity in High Level (Lead Connector).

Straight forward enough but for some reason I cannot extract the phone number from the contact selected for the quote / job?

These details are available when I update a subscriber to Mail Chimp, I am not sure why the phone no. is not available when performing the desired action with High Level (Lead Connector).

Best answer by Troy Tessalone

Hi ​@K5_Elec 

If you have the Simpro Contact ID, try adding this Zap step: Simpro - Find Contact

 

To help us have more info, post these screenshots:

  • how your Zap steps are outlined
  • how your Zap steps are configured in EDIT mode with the field mappings visible
  • DATA OUT returned from Simpro step
This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

1 reply

Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • 34081 replies
  • Answer
  • April 7, 2025

Hi ​@K5_Elec 

If you have the Simpro Contact ID, try adding this Zap step: Simpro - Find Contact

 

To help us have more info, post these screenshots:

  • how your Zap steps are outlined
  • how your Zap steps are configured in EDIT mode with the field mappings visible
  • DATA OUT returned from Simpro step
⚡ Troy Tessalone - AutomationAce.com | Platinum Authorized Zapier Solution Partner | #1 Zapier Community Contributor
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