I’m stuck on a Zapier workflow. I’m trying to find a ‘Wholesaler’ entry in Zoho CRM before making a new ‘Opportunity’ entry. The problem is Zapier only lets me search using one field at a time.
I need to match the wholesaler using their name, email, and phone number all together. These details come from an email I’ve already parsed.
Is there a way to search using all these fields at once in Zapier? Or maybe a workaround?
I’ve tried looking at the ‘Find Module Entry’ action, but it only gives me one search option. I’m worried about picking the wrong wholesaler if I don’t match all three pieces of info.
Has anyone dealt with this before? Any tips would be super helpful!
Having worked extensively with Zapier and Zoho CRM, I can suggest an alternative approach. Consider using Zapier’s Code action (Python or JavaScript) to perform a custom API call to Zoho CRM. This method allows you to construct a more complex search query that includes multiple criteria.
You’ll need to familiarize yourself with Zoho CRM’s API documentation and implement the search logic in your code. While this requires more technical know-how, it offers greater flexibility and precision in your search parameters.
Remember to handle potential errors and edge cases, such as when no match is found or multiple matches occur. This solution might take more time to set up initially, but it’s highly effective for complex scenarios like yours.
hey mate, i had a similar issue. try using zapier’s ‘custom request’ action. u can make a direct API call to zoho CRM with all ur search criteria in one go. it’s a bit tricky to set up, but once u get it working, it’s super flexible. just make sure u got ur API creds sorted first. good luck!
I’ve encountered a similar challenge when working with Zapier and Zoho CRM. While Zapier’s built-in ‘Find Module Entry’ action is limited, there’s a workaround that’s worked well for me.
Try using Zapier’s ‘Find Many Module Entries’ action instead. This allows you to search using one field, but then you can add a filter step right after it. In the filter, you can set up conditions to match the other two fields. For instance, you could search by name first, then in the filter step, verify if the email and phone match. This approach helps ensure you are effectively searching with all three criteria before creating the opportunity.
This method might require an extra verification step, but it’s proven reliable in similar setups.