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Search results

  1. 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?
  2. 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...
  3. 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!
  4. C

    New Lead In Zoho CRM w/ All Custom Fields Avail

    Solved
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