Updating a Lead

[digitaltown]

I'm new to pabbly but I love it. I'd like to update a lead in my Perfex CRM based on the result of a form on my site. I've succesfully connected the form with perfex via webhook but I've a question.

Basically Pabbly should find the lead (based on email) and put in the notes the form contents.

Can I do that? And what are the correct step to achieve that result?

Thanks!

 

[Pabblymember11]

Hey @digitaltown

In the Perfex CRM's API documentation, we couldn't find any action step to add the notes.

Loading...

perfexcrm.themesic.com

 

[digitaltown]

OMG, I know it's a silly question but have you any suggestion about that?

 

[digitaltown]

I'm not a coder but I've seen that it support the "description" field. Could eventually use that one?

 

[Pabblymember11]

Hey @digitaltown

The "description" field is already available in the action step.

 

[digitaltown]

Basically Pabbly should find the lead (based on email) and put in the notes the form contents.

Can I do that? And what are the correct step to achieve that result?

Thanks, I want to update lead, not add one so I've found this way but I need an help to know how Pabbly identify the lead to update.

I mean that a lead that fill this form does exist yet so Pabbly should search that lead (using email I think) and update it putting in the description all the form field.

Is that correct?

 

[Pabblymember11]

Kindly use the "PerfexCRM: Search Lead Information" action step first to get the Id of the Lead which you have to pass in the "Lead ID" fields.

 

[digitaltown]

I love you!!!!!!! Thanks!!!!!!!