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Search results

  1. elizWINC

    adding leads to my CRM with out creating duplicate contacts

    I set it up to the best of my ability but I am getting an error message: This email is to notify you that for the workflow "Calendly (30-minute Clarity Call) to OP - Eliz NEW" , a recent task was not executed due to following error - Task History ID...
  2. elizWINC

    adding leads to my CRM with out creating duplicate contacts

    Any luck, thanks.
  3. elizWINC

    adding leads to my CRM with out creating duplicate contacts

    Done, thanks so much.
  4. elizWINC

    adding leads to my CRM with out creating duplicate contacts

    Are you able to show me what the settings under "search contacts" should look like? I cannot tell from mine which field would be contact ID.
  5. elizWINC

    adding leads to my CRM with out creating duplicate contacts

    I am working on this same set up. When I get to the "update contact" step, it's asking for contact ID and I'm not sure where to get that from. I am searching contacts by email and the router is being determined by email, not ID
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