How to Use Lookup to Fetch Corresponding Data?

[Edwin]

Ok, here's a challenge...

Use case: only send qualified leads to my CRM in Workiom.

The qualification process is based on 6 things, such as a professional-looking site, using ads already, etc., etc.

With some help here I've assigned points to the qualification criteria so that only when the SUM of these points equals or is greater than X > mark the label as qualified.

BUT to avoid having a lot of columns in 1 sheet, I've divided them into 2 sheets:

- Sheet 1 for basic info
- Sheet 2 for the qualification process

I generated unique codes that match the same rows in both sheets. This way I can get the corresponding info to create a lead was my thought.

But now I'm stuck.

How do I let Pabbly fetch the basic info of Sheet 1 based on the corresponding unique code from Sheet 2 so that I can map these fields with a new record in Workiom?

Here's a Loom vid: https://www.loom.com/share/67eb9eb61ee44f97b2140a116f2e3729

I hope I'm clear

 

[Fagun Shah]

You need to enter A as value for Lookup Column(s) field, You have mapped a unique id instead, which causing the Exception response.

 

[Edwin]

Done

Can anyone perhaps know why Pabbly isn't sending any data? I did send a test request for the 1st row and this worked - the record was created in my CRM.

But for some reason after saving the automation, it doesn't work (I didn't change anything after saving it)

Here's the new Loom:
https://www.loom.com/share/07fbd83d6e714a8d852640bfd0a310da

 

[Edwin]

-- SOLVED --

I didn't know about the formula not working as manual input, makes sense yes.

The easiest (as in fetching data in real-time instead of waiting) solution is to add another column and manually enter something, in this case, "X" to trigger this whole automation.

And this works