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What fields do I match to update opportunity in GHL?

monroy330

Member
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.

 
A

Arshita

Guest
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.

2024-01-30_17h03_54.png


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.


2024-01-30_17h03_25.png
 
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