Hi there,
I'm trying to set up a workflow, where an opportunity is won in Flowlu, the customer's category will get updated to another value (eg. from "prospect" to "client").
So I have an automation set up inside Flowlu, this sends a webhook which triggers the workflow in pabbly.
I then use "Update CRM account" as a second step, put the mapped "current customer id" under "CRM account" field, and pick my wanted category, eg. "client".
However this doesn't work and it doesn't change the category.
I do have a third step in the workflow (which works) - to add tag to the person with "client", but I want this to be in the category as well.
Would like your assistance, thank you!
I'm trying to set up a workflow, where an opportunity is won in Flowlu, the customer's category will get updated to another value (eg. from "prospect" to "client").
So I have an automation set up inside Flowlu, this sends a webhook which triggers the workflow in pabbly.
I then use "Update CRM account" as a second step, put the mapped "current customer id" under "CRM account" field, and pick my wanted category, eg. "client".
However this doesn't work and it doesn't change the category.
I do have a third step in the workflow (which works) - to add tag to the person with "client", but I want this to be in the category as well.
Would like your assistance, thank you!
