Using Zapier with Sell

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3 Comments

  • HigherMe Admin
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    Hi! Are there any roadmap improvements to this? The majority of the fields currently pull as number IDs instead of the text fields, making the majority of actions in Zapier unusable. For example, a lead owner will show the User ID number instead of the name... which means I can't send a Slack message to that person unless I individually map these IDs to a person manually. 

    This is true for Owner, Stage, and Company all map to the ID. Very disappointed to learn this as we're setting up our new account. 

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  • Laura Hippert
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    Hi HigherMe Admin - I have created a ticket with Advocacy and will respond to you from there!

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  • Laura Hippert
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    Hi Ranya! There are some fields that pull in a corresponding ID instead of a name value. I would recommend creating a Zapier lookup table (which can be done by adding a formatter step to your Zap). You can read more about how to do this here: https://zapier.com/help/create/format/create-lookup-tables-in-zaps.

    Laura Hippert | Zendesk Sell Specialist | Senior Customer Advocate

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    Call us at +1 888-670-4887 (press 1 for Zendesk Sell), Mon-Fri, 8am-5pm, Pacific Time

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