Close.io X Google Sheets Troubleshoot

Status: Closed · Asked by Copy Kevin on Jan 19, 2023 · 0 views

Copy Kevin — Question · Jan 19, 2023

Having a problem with the automation for Close CRM's change status and putting lead data into a Google Sheet. Anyone know the fix? (video recording below)

https://screencast-o-matic.com/watch/c0VqoFVwK9W?fbclid=IwAR0Z5ndCBPA7gtKB5PYhCmHOW6OsPz68qPhDrJQJoxM_nTYVLSe2O-9cVA8

Pabblymember11 — Reply · Jan 20, 2023

Hey @Copy Kevin

Regarding your concern, we recommend you use the "Get Lead" action step after the trigger event instead of placing it inside.

As the Lead Status is shuffling in the trigger response. So, kindly use the Lead Status from the Get Lead response in the Router action step.

Copy Kevin — Reply · Jan 20, 2023

This is how it's currently set up. Is it correct, as you suggested?

Pabblymember11 — Reply · Jan 21, 2023

This is how it's currently set up. Is it correct, as you suggested?

Yes, we have arranged the action step for you after the trigger event now please set the filter condition of your router according to the label now.