Opportunity custom fields available to update via zapier
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P
Pallavi Kothari
Merged in a post:
Opportunity-level Custom Fields need to be available in LeadConnector in Zapier
C
Christopher Langille
Right now, only Contact-level custom fields are findable in LeadConnector Zap. Opportunity-level custom fields should be accessible also.
M
Mark Persaud
Not just update via Zapier, but also just being able to update Opportunities with navtive HL forms. Having to send data out of highlevel then back in via webhook to update an Opportunity is crazy. Then even when you webhook back in, you STILL can't update the Opportunity directly, even if you pass the specific Opportunity ID, it forces you to 'find contact' first, which means you have to make sure you pass the Contact ID out of HL too, just for this to work.
Please give Opportunities some attention. It's been long enough now. There is clearly appetite from the user community to fix these limitations and improve what we can do for our clients.
K
Kaal Raam
Problem: I want to pass data from Typeform to opportunity custom fields. I can't use Zapier to do this because opportunity custom fields don't even show up in Zapier.
Workaround: Create a dummy contact custom field (these do show in Zapier) to transfer the information from Typeform into GHL. Then use GHL workflows to map these contact custom fields onto opportunity custom fields.
It works but is quite inelegant...
Remeber: add a 1 minute delay into the GHL workflow (otherwise you may end up passing data to an oppurtunity field that GHL hasn't created yet (leads to errors)
T
Tanner Blais
1000%. This would solve many problems for my current accounts.
T
Tudor Rădăcineanu (SHD)
yes, and im adding to this, it should be possible to update opportunities fields that are checkboxes or multiple choice with data from the contact fields.
I have the following problem. Im sending data from a gravity form to GHL through zapier. Having 2/3 fields that are multiple choice and checkboxes. I can not by any means update the fields form opportunitiesl (where i need the anwers), i can just send that data to custom fields :(
Its super annoying
N
Nathan Gruetzmacher
Has this still not been fixed? I am new to High Level and already LOVE it's capabilities, customizations, etc. But this seems to be a very basic need that looks to still not be there. No custom fields in opportunities are showing up for me in the LeadConnector Zapier tool. Only the default fields.
F
Free Grafton
Agreed! Please expose the opportunity.custom fields from GHL to Zapier so those could be pulled in.
We've found a frustrating issue because only contact.custom fields are exposed when someone fills out a GHL form and uses the same email address again, it remembers ALL previous data filled in from the last form and sends that to Zapier! That's because they have Form questions mapped to contact data. So, once it's set it remembers it for every future form response from the same people. We got excited when we found an Opportunity custom field because those aren't tied to a contact record, so can be independent. However, we then found the opportunity custom fields weren't being passed over to Zapier.
A
Asif Khan
Alternative solution with Zapier:
Add Automations in GHL with trigger "Inbound Webhook", use zapier webhook to send the opportunity custom fields detail to the GHL inbound url, and we can update the opportunity custom fields in GHL automations.
D
Duane Zingale
With custom opportunity fields, one would think they can leverage those fields in add/ update opportunity in Zapier.
Hope this comes Soon!
Could use this in multiple instances.
S
Sam Whitehead
Is there any update on this?
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