There is no DOB field in the add/update contact action in Zapier
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Chris A
I am trying to bring member data across after changes are made in BD into GoHighLevel (GHL) via Pabbly.
The attached video, shows the information that has come in via BD into Pabbly, and also the obtained data from the Lead Connector side (GHL). How and where is it picking up that this business is a LEAD, and that the GET MATCHED FORM is a Tag? It is a business listing not a lead.
This is then impacting my ability to create proper workflows as this isnt a lead at all, its a member and has been attached to a membership plan which isnt visible here. If attached to a membership plan, it flows through the right GHL workflows. As it stands, this is now being added to my GHL as a Lead. What am I dont wrong? Is there a glitch in the system? Could you please help me to create the appropriate linkage to Pabbly and then GHL.
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Dustin Miller
Yes, there is no reason we shouldn't be able to just set the DOB in a Zap. Having to create a custom field to put the date, then a workflow to set the Bday is a total waste of resources and efficiency.
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Daniel Doherty
Hey Chris,
I have a work around I did for this.
A client is using Cliniko and Cliniko have a native MailChimp integration so it parses the "Birthday" field already.
So we set up a free MailChimp account.
We also created a Custom Field in GHL called DOB.
Via a free Zapier account we ar able to parse the Birthday field freom Mailchimp to the DOB field in GHL.
Then I created a Workflow to monitor changes to the DOB field to then update the Birthday field via the tag method of the value in the DOB field :)
Hit me up if you need a walk though. No charge. Happy to help.
Let me: daniel.doherty@merlinfx.com.au
Dan
Nocode Universe
I believe make has this natively https://www.make.com/en/register?pc=sabbir