Flowlu Create Opportunity Error

[mustafamohsen]

Hello
When I try to create an Opportunity in Flowlu, I get this error

In a recent thread, you mentioned missing Assignee ID, which I guess isn't my case.

Kindly advise

 

[Pabblymember11]

Hey @mustafamohsen

In the Customer field, you need to map the customer Id in the Customer field by creating the customer first with the help of "Flowlu : Create CRM Account".

 

[mustafamohsen]

Hey @mustafamohsen

In the Customer field, you need to map the customer Id in the Customer field by creating the customer first with the help of "Flowlu : Create CRM Account".

View attachment 15283

Hey there
Thanks for the reply

Ok, this takes the question to another part: I receive leads which I don't know if they pre-exist or not. I need to find if the account pre-exists or not. The only unique ID I receive is the email. How can I search, then based on wheather it exists or not I create or retrieve?

 

[Pabblymember11]

Hey @mustafamohsen

Ok, this takes the question to another part: I receive leads which I don't know if they pre-exist or not. I need to find if the account pre-exists or not. The only unique ID I receive is the email. How can I search, then based on wheather it exists or not I create or retrieve?

You can use the "Flowlu: Search CRM Account" action step to search the user from your Flowlu account.

Whereas, you can also search on the basis of other fields like first name, last name and phone number, etc.