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Recent content by convogh

  1. C

    Lookup Zoho CRM Deal Record By Custom Field

    Thanks. Now how do I update the deal record? When I pull the deal record, it doesn't have all the custom layout fields that I have setup in Zoho CRM. It shows all the default fields as if I never customize Zoho CRM.
  2. C

    Lookup Zoho CRM Deal Record By Custom Field

    I have a custom field called "order number" which is a unique number for each deal. I want to update the deal based on the "order number" field. How do I update a Deal Record in Zoho CRM by matching a custom field like the "order number" field?
  3. C

    Zoho New Module (Instant) not working

    Maybe these screenshots will help. I did a global search in pabbly for the 2 deals that didn't trigger the workflow: Deal 1: https://share.getcloudapp.com/KounnKON Deal 2: https://share.getcloudapp.com/P8uNNw0P
  4. C

    Zoho New Module (Instant) not working

    What details do you need to know? I have the link to the record in the CRM but I don't think you'll be able to see it if I link it here. Not sure if a screenshot is appropriate either due to sensitive crm info.
  5. C

    Zoho New Module (Instant) not working

    Hi! So I tested it 5 times last night and all 5 times worked. However 2 clients just came in which created 2 new deals. And the workflow didn't trigger for either. What would you need from me to help troubleshoot?
  6. C

    Zoho New Module (Instant) not working

    Hi, I changed it back to the non-instant version since instant wasn't working. I've created another workflow that has the zoho new module entry (instant) for deals and you can see that it isn't able to capture new deal data from zoho crm.
  7. C

    Zoho New Module (Instant) not working

    Hi. I’ve tried to trigger an automation using zoho new module (instant) in the deals module and the automation isn’t being triggered. I’ve pressed the “save and send request” button, then created a deal in zoho. I tried this 3 diff times. However, no data is passing through to pabbly. I’ve...
  8. C

    Zoho CRM Search Leads + Converted Lead In 1 Step

    Side by side comparison with Zoho: https://share.getcloudapp.com/nOu1W0pj Please let me know how I can achieve it!
  9. C

    New Lead In Zoho CRM w/ All Custom Fields Avail

    Solved
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