Need help with Zapier Integration
I set up Zapier and it works pretty well except I can not select what client to attach the deal to. For example if some requests more information and I gather their demographics I can not create a new contact and deal at the same time. If I create multiple steps (first create a contact then create a deal) I do not see how to associate the deal with a specific client. Currently it appears to want me to select from a list of all my current contacts. What am I doing wrong?