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Adding a new Lead in Perfex CRM if it does not exist

vasilis

Member
Hello, I am using TidyCal for the new leads to book appointments. What I want to achieve it that every time a new Lead books a meeting, I want to search the email and if it does not exist as a Lead on Perfex, add it. If there is, skip every other step. Is it possible through Pabbly? I tried the native Perfex integration but I can't get it to work because there the status variable I get as an answer is not the same when a Lead exists on my CRM and when there is not. So I cannot use the next Filter step.
 

ArshilAhmad

Moderator
Staff member
Hi @vasilis,

The use case you are describing is possible by using a Router. The two Filter conditions will be set according to the response you receive when a lead exists in your Perfex account and when it doesn't.
 
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