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Updating a Lead

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digitaltown

Member
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!
 

Supreme

Well-known member
Staff member
Hey @digitaltown

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

1674536711646.png
 

digitaltown

Member
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?

1674549208814.png
 

Supreme

Well-known member
Staff member
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.

2023-01-24_18h02_17.png
 
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