I am trying to set up a Zap that searches for an item (customer) within one of our CRM boards. I want to then update a column in this item with some newer information.
- Customer is entered as a Lead
- They complete another step on our website (webhook form fillout)
- Update a column in the Customer’s profile (item) with the new information from the form
Is this possible? I can’t seem to find a search/lookup function within the Monday.com events via Zapier which is very strange as they have a whole section dedicated to “Search” events. Thanks in advance!