Skip to main content

Get Support
Have a question? Let's get you an answer!

How Do I...? Troubleshooting Code & Webhooks Developer Zone

Other Help Resources
Wait, there's more! Check out these Community sourced spaces for additional resources.

Zapier Help Center Hire an Expert

Learning Resources
All of our best learning resources can be found here.

Featured Articles Show & Tell Zapier's products AI Hub Zapier Tools Hub

Share your knowledge
Give back to the Community by sharing your automation wins and helping to answer questions.

Share your success See unanswered questions User Groups

Other Learning Resources
Some of our favorite additional ways to upskill your Zapier knowledge.

Zapier Learn Zapier Blog Zapier Webinars

Product Updates
Check out what is new and upcoming with Zapier with our regular product updates.

Product Updates

Early Access Program
Want to join Early Access? Learn more here.

I’m on a premium trial subscription, and I see on https://zapier.com/apps/oncehub/integrations/zoho-crm under actions - more - there’s a “Create A Lead” category that I would like to use in my event type as I’m creating a Zap. That category is not available in the options for me under Event Type, and I’m trying to figure out how to get it to show up. The trial subscription shouldn’t have anything to do with it?

 

I’m noticing a lot of other Actions that I’m not seeing as options on my setup.

Hi there @KarinaDReg,

Welcome to the Community! 🎉

The “Create Lead” action in Zoho CRM is under the “Create Module Entry” or “Create/Update Module Entry” actions.

3804c658f06b0d0b741f5195fbab3208.png
(view larger)

50393d54d35857524e54c2086b8bac4d.png
(view larger)

Hopefully, this helps! 😊

Great thank you! So I’ve tried to put in the types of data that my current leads in Zoho will need, but I’m unclear as to how to get it to check duplicate fields, and what type of trigger I’m creating. 

 

 

Hi @KarinaDReg! 👋

For the Trigger field:
If you want to run a specific Zoho CRM trigger when a Module is created/updated by the Zap you’d select that trigger in the trigger field. Otherwise you should be fine to leave that Trigger field blank. 

For the duplicate check fields:
It looks like the Layout field has a number of OnceHub fields selected, instead of a specific Zoho CRM layout. I suspect that might be what’s preventing the duplicate check fields from being able to load.

Can you try the following:

  • Clear the selected fields from the Layout field.
  • Click on the Layout option to switch back from the selected Custom value option, then select the relevant layout from the list of available options instead. For example:
    c90438a360b56374d147c738eb271fe1.png
  • Then click into the duplicate check fields to see if you’re then able to load the desired field.


Can you give the above a try and let us know how it goes?

Reply


Terms & Conditions