I've figured out contact and opportunity creation in Flowlu using a google form. Now I'm trying to use a different google form to update an existing opportunity. The automation appears to be working in Pabbly, but the data is not updating in the actual opportunity in flowlu. I've tried linking the opportunity via ID# and also via mapping the name, but neither appears to be working in flowlu. The main thing I want is for a link to the form response to be added and for the opportunity stage to change.
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Trouble updating an opportunity in Flowlu
- Thread starter evers
- Start date
P
Pabblymember11
Guest
Hey @evers
As we can see from your workflow you have mapped the name in the opportunity filed while updating the opportunity instead of that you have to map/select the opportunity from the drop-down with the help of "Flowlu: Search Opportunity".
And similar has to be followed in the Customer field where you can search the customer and map its ID with the help of "Flowlu: Search Email".
As we can see from your workflow you have mapped the name in the opportunity filed while updating the opportunity instead of that you have to map/select the opportunity from the drop-down with the help of "Flowlu: Search Opportunity".
And similar has to be followed in the Customer field where you can search the customer and map its ID with the help of "Flowlu: Search Email".
