From Close to Perfex

[digitaltown]

Maybe I'm missing something but I want to create a customer in Perfex when the Lead status in Close is changed

The problem is that Pabbly doesn't take from close all the required field so It's impossible to search for a lead to update or to create a new customer since data as email, phone, etc are not taken from close.

Can someone help?

 

[Supreme]

Hey @digitaltown

Can you please share the name of the workflow once in which you have tried the same?

 

[digitaltown]

The name is cambio stato close

 

[Supreme]

Hey @digitaltown

Did you try the "Get Lead" action step once to get the data from the Close action step?

 

[digitaltown]

I'm trying with this one...