Without company in flowlu opportunity, and error in opportunity.

[Neo Wang]

Hi,
Please add company(Organization) in flowlu opportunity, thanks.
And there are always two Response ID when I map cusotmer: res1 Response ID, res2 Response ID, which one should I select? I select res1 Response ID, I can't tell what's different with them,
But I got error in Flowlu opportunity, I can see customer in opportunity, but I can't add company, every time add company, customer will delete, only left Company, and can't add costomer, I need delete company, then add cusomter and company again.
It's working fine before flowlu update.
Please help, thanks.

 

[Pabblymember11]

Hey @Neo Wang

Please add company(Organization) in flowlu opportunity, thanks.

Please allow us some time, we are currently looking into it.

Further, the Res 1 will always be the Id of the Contact/Organization according to the action step you are using. Res 2 will be the email added Id from Flowlu.

 

[Pabblymember11]

Please add company(Organization) in flowlu opportunity, thanks.

We have made the desired changes in the Create Opportunity action step, kindly reconnect the action step once and the entry again.

 

[Neo Wang]

Thank you very much.
I still have issue, contact and company still not show both on opportunity.
Customer Id is for company, Contact Id is for contact, is that correct?
The customer info:
This is an id of the CRM company or contact which is needed to be linked with the opportunity. This allows you to link the client to the opportunity. If your client is a company, and you need to relate an opportunity to the person (contact) at this company, then enter his/her id in the contact_id field
I don't know how to do this, there is no active for relate them before create opportunity.
Please show me how to do that, thanks.

 

[Chetali]

Hey @Neo Wang!

As per Flowlu API docs, the "Customer ID" field is for Company as well as for the contact, and the "Contact ID" field is for the contact. For more information kindly visit their official Docs below:

Flowlu API

 

[Neo Wang]

I'm setting "Customer ID" field is for Company, "Contact ID" field for the contact now, but it still only shows contact in opportunity.
How to relate contact and Company with Pabbly?

 

[PabblyMember4]

Hey @Neo Wang

We have created a short video for demonstrating the company and contact id in the opportunity. Kindly check the video and let me know if you have any questions or comments.

https://www.screenpresso.com/cloud/RsZ3e/