Adds New Contact Record if none Exists - Can I add a Router to add Tag to New Contact if Exists in current record
Status: Open · Asked by Carlos Lupiac on · 0 views
We use Gohighlevel for CRM. When adding a new contract record to Gohgihlevel, we have Pabbly automation to search for an existing contact record in Shopify. If none exists, it creates a new one.
The gohighlevel contact also has a tag = FB. What is the best way to see if the current Gohighlevel record has tag = FB and then adds that tag to the new contact record in Shopify? Can i use the same automation and add a router or ? I need it to check for contact record first,
Hi @mktg2contractors,
https://connect.pabbly.com/workflow/mapping/IjU3NjUwNTY5MDYzMTA0MzM1MjY4NTUzMDUxMzAi_pc
These are the steps needed to search for a contact in GHL that has a 'FB' tag. If the contact has an 'FB' tag, you can use the 'Shopify: Create Customer' action step to add this contact to Shopify.