Sending Leads from Housing.com To Zoho

Your Workflow URL
https://connect.pabbly.com/v2/app/workflow/share/CkJYalAHAWIETgdtD2oFIgoeUlYEXVY0AxpWRFxTB39UGgZtAUBfNQlFUXNQA1MyUxoAalMMBGUJHQEFBFJRIlFIUlAHBFctWhcJcgVcATIKVFhwUDE#
Consent to Access & Modify
I authorize Pabbly Support to log in to my account and make changes to the specified workflow for troubleshooting.
Lead Auto Assignment related issue
1.We are pushing leads from Housing.com to Zoho Using Pabbly
2.we have selected app event as Insert /Update record on Zoho
3. Existing leads on Zoho is being reassigned to other Lead owners
4. we Want help w.r.t work flow in pabbly
kindly help us get in touch with a workflow expert who can handle if conditions in pabbly

also give their direct contact number to reach them better
thanks
 

Preeti Paryani

Well-known member
Staff member
Hi @thejasvenkat,

Thank you for reaching out and sharing the workflow details.

Please note that our support is currently limited to technical guidance, and we do not provide automation experts, account managers, or direct phone support. If you require dedicated help in building or managing automations, you may consider hiring an automation expert, you can find experts through our Pabbly Connect Experts and Consultants forum and in our Facebook group.

Regarding your workflow, since you are using Zoho CRM → Insert / Update Record, if a matching lead already exists, it will update the record, which may also result in the lead owner being reassigned.

To help you better, could you please clarify:
  1. Which field are you using to identify existing leads (Email/Phone)?
  2. Why do you need Insert / Update Record instead of only inserting new leads?
  3. What conditions (if logic) do you want to apply before updating the lead?
Once we understand your requirement, we’ll be able to guide you further.
 
Top