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From Close to Perfex


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?


Well-known member
Staff member
Hey @digitaltown

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