Why are there different fields in my CRM setup in Zapier?

Hi ​@Dani-FFI 

For us to have more context about what you are referring to post screenshots showing both examples.

Help links for the Zapier Developer Platform: https://docs.zapier.com/platform/home

Hi and welcome to the Community ​@Dani-FFI! 😁

Which CRM app are you using? I’m wondering if there might be a difference in the account permissions between your CRM account and your client's. It could be that in the CRM they have access to fields that your account doesn’t have access to, if so that might be why they’re seeing more fields than you are. 🤔

Do you think that could be the case, or do you both have the exact same permissions in the CRM you’re connected to? Other thing I’m wondering is are you both connected to the client’s CRM, or are you connecting to your own CRM? 

Usually that happens because the connected CRM account is different, or Zapier has loaded a different set of fields from that account.

A few common reasons:

• your client has custom fields that do not exist in your CRM account

• you and your client are using different pipelines, objects, or record types

• Zapier needs a refresh to pull the latest CRM fields

So I’d check:

• are both Zaps connected to the same exact CRM account

• does your client’s CRM have extra custom fields

• try refreshing the fields or reconnecting the CRM step

So most likely, the extra fields are coming from the client’s CRM setup, not from Zapier itself.

Hi ​@Dani-FFI 

If you can share which CRM you're using (Salesforce, HubSpot, Pipedrive, etc.) and maybe a screenshot of what your client sees versus what you see, that will help us to give you more specific solutions.

And if you'd rather just get it sorted quickly, I offer a free 20-min Zapier troubleshooting call. Book it under Resources on my Zapier Directory profile: https://zapier.com/partnerdirectory/automatemybiz
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This can be different due to two different reasons:

1. Your subscriptions are on different tiers and CRM offers different access levels for different tiers
2. You built the Zap earlier when these non-visible fields did not exist in CRM. In this case, try editing your Zap - you will be able to see an option to “Refresh Fields”. This should get you those fields too.

Hi ​@Dani-FFI 

Just checking in—were you able to get this sorted?

If not, could you share a few more details so the community can help pinpoint the issue?

• Which CRM are you using? (Salesforce, HubSpot, Pipedrive, etc.)

• Are both you and your client connecting to the same CRM account, or different ones?

• Can you share screenshots of what fields you see vs. what your client sees? (Just be sure to blur any sensitive data)

And if you'd rather just get it sorted quickly, I offer a free 20-min Zapier troubleshooting call. Book it under Resources on my Zapier Directory profile: https://zapier.com/partnerdirectory/automatemybiz

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