Hey everyone,
I’m stuck on a Zapier workflow. I’m trying to create a new Opportunity in Zoho CRM, but first I need to link it to an existing Wholesaler. The problem is, Zapier only lets me search for the Wholesaler using one field at a time.
I’ve got the Wholesaler’s name, email, and phone from a parsed email. But to make sure I get the right one, I need to match all three. Is there a way to search using multiple fields in Zapier’s Find Module Entry action for Zoho CRM?
I’ve tried looking through the options, but no luck so far. Has anyone figured out a workaround for this? Maybe there’s a trick I’m missing?
Any ideas would be super helpful. Thanks!
have u tried using zoho’s api directly? it might give u more flexibilty for searching. alternatively, u could do multiple searches in zapier and use a filter step to check if all fields match. might be a bit clunky but could work. good luck!
I’ve encountered this issue before, and it can be frustrating. One workaround I found effective is to use Zapier’s multi-step zap feature. Here’s what I did:
Set up three separate ‘Find Entry’ steps, each searching for one criteria (name, email, phone).
Use a ‘Filter’ step to check if all three searches returned the same Wholesaler ID.
If they match, proceed with creating the Opportunity.
This method isn’t the most elegant, but it gets the job done. It’s a bit more time-consuming to set up initially, but once it’s running, it’s quite reliable.
Another option, if you’re comfortable with coding, is to use Zapier’s ‘Code’ step to make a custom API call to Zoho. This gives you more flexibility in your search parameters.
Hope this helps! Let me know if you need any clarification on the steps.
One approach you might consider is using Zapier’s Code step. With JavaScript, you can make multiple API calls to Zoho CRM, searching for each criteria separately. Then, compare the results to find the Wholesaler that matches all three fields. This method gives you more control over the search process.
Alternatively, you could create a custom search field in Zoho CRM that concatenates the name, email, and phone. Then, in Zapier, you’d concatenate the input data the same way and search using this single custom field. This might be more efficient if you frequently need to search with multiple criteria.
Both methods require some technical setup, but they should solve your multi-criteria search problem effectively.