michaelh
New Contributor
since ‎02-18-2022
‎10-24-2024

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I am new to Zapier, but think that a relatively simple operation is not possible. I am trying to retrieve the text value of customer name, phone, email, as well as location name. All Zapier seems to be able to pull is the numeric ID's of this. I want...
I have a technician that has follow ups populating for Opportunities that have sold estimate that was completed the same day. It doesn't seem like any other technicians are encountering this. They also show up on my Follow Up/ Unsold estimates. When ...