How to assign two Values together

How To
1

Hey Makers,

I have users in a CRM with an ID “user_123” and the CRM only works with this ID. Now I need an easy solution for working with the clear name of the user and the id together.

Sample usecases:

  • New Calendly appointment with user “John Doe” → Get make to know John Doe as “user_123” and assign the lead to him.
  • “user_123” won a deal and create a new Slack message with “John Doe won a deal”

I know, that I can make a google sheet and lookup the userid, get the name and vice versa. But isn’t there a less task hungry possibility? If I have 50 workflows with users involved, I had to create this lookup sequence in every workflow?

I know, that there should be an easier approach.
Need some help here.

2

Welcome to the Make community!

Nope, you’ll need to use a search module to get the userID from the name. This is because Calendly does not know your user’s ID in your CRM.

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3

Hi @Lisa_Weiss,
Do you have an example of what your Scenario looks like?
Maybe you could make some custom fields in your CRM to help out with this.

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4

Hey @Lisa_Weiss

Unfortunately, the process requires utilizing a specialized search module to retrieve the user’s unique identification based on their name. The reason behind this is that Calendly lacks access to the user’s ID within your CRM system. Therefore, employing a search module becomes essential for obtaining the necessary identification.

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