Troubleshooting Zap issues between Lemlist and CRM.Zoho

This usually happens when your Find/Create Lead step keeps matching the same Zoho record. In Zapier, check that the “Find Lead” search is using a unique field (like email) and that Lemlist is always sending a different email/ID per reply. If the search always finds that one lead, Zapier will just add a Note to it instead of creating a new Lead.

Hey ​@peirpiotr,

Please post screenshots of Data In, Data Out as well as how each Zap step is configured for us to have more context. Mainly actions where you are creating notes and creating leads.

Hi ​@peirpiotr 

Help link for mapping variables between Zap steps: https://help.zapier.com/hc/en-us/articles/8496343026701-Send-data-between-steps-by-mapping-fields

You likely have a static field value or dropdown selection causing the issue.

You need to make sure you map variables and use the Zoho CRM record ID for creating relationships between the Zoho CRM object data.

Help link for understanding expected values in dropdown fields: https://help.zapier.com/hc/en-us/articles/8496241696141-Add-custom-values-to-dropdown-menu-fields-in-Zaps

If you are looking to hire help, there is a directory of Zapier Partners: https://zapier.com/partnerdirectory

Hi Sparsh,
What screenshots do you need as compared to what I posted already?
Zap’s steps?
Lemlist’s contacts who responded?
CRM’s contact who is fed with notes belonging to others?

Hi Troy,
I’ll look into that since the same lead gets all the Notes and I’ll be back.
Tx

Hey ​@peirpiotr,

Yeah Zap steps and also for actions like creating notes and creating leads will be helpful. Sometimes a small incorrectly mapped field can lead to this happening. I think there is probably some logic problem or some incorrect mapping and that’s why it’s going wrong.

I think seeing the live Zap run in the Zap history(https://zapier.com/app/history) and see where it’s going wrong can be useful for your problem. Hope it helps!

PS: If you need more active help, I’m happy to connect through my Zapier Solution Partner page if you’d like to reach out here- https://zapier.com/partnerdirectory/automation-jinn

Hi Trioy,
I’m trying your suggestion now, and I’ll be back.

​@peirpiotr 

For us to have more info, post these screenshots:

• how your Zap steps are outlined
• how your Zap steps are configured in the CONFIGURE tab while in EDIT mode with the field mappings and field types visible

Here are the sequences and the steps. I realize that the field values are fixed in step2. Something probably wrong here.
Also, scrolling down shows there is the possibility to create a new lead in step 2 instead branching out to path A or B...

​@peirpiotr 

Yeah, you need to map dynamic variables from Zap step 1 to Zap step 2 using the [+] button at the right of each field, rather than having static values set in fields.

Help: https://help.zapier.com/hc/en-us/articles/8496343026701-Send-data-between-steps-by-mapping-fields

SCREENSHOTS

• Zap step 5 does not show the CONFIGURE tab
• Zap step 8 shows a invalid variable mapped for Note Content
  • You need to remap the correct valid variable

Hey ​@peirpiotr,

You are not mapping dynamically and that’s problem and the cause for creation of notes for same lead again and again.

Here is a helpful article about dynamic mapping- https://help.zapier.com/hc/en-us/articles/8496343026701-Send-data-between-steps-by-mapping-fields

Hope it helps!