Zapier Automation Add Activity to Lead Object

Options
Jared Weiss
Jared Weiss Member Posts: 2
edited July 2022 in Apps and Integrations #1

When I am in Zapier and looking to create a follow-up activity based on the lost reason I want to set up a follow-up activity within 6 months on the new lead created. I am unable to create a new activity and tie it to a lead in the Zapier options. I have tried to link it to the lead ID and that does not work. 

I was going to set up an automation workflow that created an activity to create the follow-up but that is not firing when the lead is created by  API.

Comments

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,071 COMMUNITY MANAGER
    First Answer First Anniversary 5 Likes First Comment
    edited June 2021 #2
    Options

    Hello @Marketing Department , in this case I recommend reaching out to our Support team. They will be able to look into this for you, and let you know if it is possible to set up such an automation.

    For urgent or technical issues Support is always the most adequate and quickest channel of communication, as the Community is more focused on exchanging knowledge, best practices and ideas. Thank you!

Categories