Copper CRM Custom Fields Not Displaying

[takingaction]

Your Workflow URL

https://connect.pabbly.com/workflow/mapping/IjU3NjUwNTZmMDYzMTA0MzE1MjZiNTUzNDUxM2Ei_pc

Hi, I'm trying to transfer data from a Tally form to a new Person in "People" in Copper CRM. However, the custom fields created for "People" are not displayed as options in Pabbly so the connection is useless. Is there something I'm missing here? Surely the custom fields can be mapped somehow? Thank you!

 

[ArshilAhmad]

Hi @takingaction,

Please allow us some time to look into this concern. We will get back to you with an update soon.

 

[takingaction]

Thanks! Any updates yet?

 

[ArshilAhmad]

I have forwarded your concern to our integrations team, who will look into your request to add support for custom fields in Copper CRM. You can submit this request through our dedicated platform from your end as well: https://pabbly.hellonext.co/

 

[Deleted member 8616]

Hey @takingaction,

We are pleased to inform you that in response to your request, we have implemented a new action step named "Create Person (Beta)." We kindly request you to re-establish the connection and attempt the action once more.

Should you encounter any challenges, please do not hesitate to notify us, and we will be more than willing to assist you further.

Best regards,
Nivesh