• Instructions to Ask a Question

    For any assistance, please click the "Ask a Question" button and select the Pabbly product for which you require support.

    We offer seven comprehensive applications designed to help you efficiently manage and grow your business:

    Our support team endeavors to respond within 24 business hours (Monday to Friday, 10:00 AM to 6:00 PM IST). We appreciate your understanding and patience.

  • Due to Holi celebrations, our team will have limited availability. While we’ll continue to monitor threads, responses may be slightly delayed.

Interakt User Traits Update From Zoho CRM

taxajca

Member
Your Task History ID
IjU3NjYwNTZkMDYzMTA0M2Q1MjZhNTUzYzUxM2Ei_pc
Hi, I want to ask can we have optional traits to be updated from Zoho CRM to Interakt? For Example "Company Name", if contact is linked with a Company in CRM then that field will be updated with Interakt but if its empty then only Name & Phone number should be updated.

What i assume is the updation will fail if all required fields doesn't have any value. please confirm

 
D

Deleted member 15445

Guest
Hey @taxajca

You can execute your use case in Pabbly Connect. You can apply a Router after an extra step for Zoho CRM "Get Contact" which will return the associated Company.

1729678890997.png

You can apply the filters in a similar format as mentioned in the image below.

1729678746165.png



Let us know if it works for you.
 
Top