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.
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Adding a new Lead in Perfex CRM if it does not exist
- Thread starter vasilis
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