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Close CRM action not working as expected: Update Lead with Custom Field

westy99

Member
For the Close app, the "Update Lead with Custom Fields" action does not list the custom fields. Am I missing something or is it a bug?

Thanks,
Derek.
 

westy99

Member
Hey @westy99

We have checked the listing of custom fields in the Create and Update Leads with the custom fields action step, and they list all the fields accordingly.

You can check the following short recorded video -


It's sort of working. It works on custom fields that aren't shared but not on the ones that are. You can see in your example that the shared custom field is not displaying. Here's what I mean: https://share.getcloudapp.com/X6u5KqZr
 
P

Pabblymember11

Guest
Hey @westy99

We appreciate some time while our staff investigates. I'll inform you as soon as I have one.
 
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