• 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.

    🚀 Exclusive Lifetime Offers 🚀

    We invite you to take advantage of our special one-time payment plans, providing lifetime access to select applications:

    • 🔥 Pabbly Connect — Lifetime Access for $249View Offer
    • 🔥 Pabbly Subscription Billing — Lifetime Access for $249View Offer
    • 🔥 Pabbly Chatflow — Lifetime Access for $249View Offer

    Make a one-time investment and enjoy the advantages of robust business management tools for years to come.

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