What fields do I match to update opportunity in GHL?

Status: Closed · Asked by Gabe Monroy on · 0 views

monroy330 — Question ·

I'm new to this and I just need to know how to do the basics of matching the correct fields with GHL opportunity so that I know how to connect it correctly so that it will update the correct opportunity since I have multiple opps per contact in the same pipeline. I just need it to know to update the one that I have done the action with such as moved it in the pipe line then it needs to update only that opportunity that I have moved but not the other one that is there also that is associated to the same contact.

https://www.loom.com/share/f0613168279447c48b2a369438e0513e?sid=57da8273-8149-4010-89da-a78bb07a2615

Arshita — Reply ·

Hey @monroy330

Upon reviewing your workflow, it appears that you have successfully mapped the Opportunity ID in the LeadConnector V2: Update Opportunity with custom fields action step, and it is functioning as expected.

If you face any issues with the Opportunity ID, you may consider using the "Search Opportunity" action step in LeadConnector to retrieve the Opportunity ID.

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