I am trying to set up a Zapier link > Shopify (sale made) / Copper (creating/updating an opportunity).
I can use the first name and last name as the matched fields, however, I feel this opens us to errors if things are written/filled incorrectly in either location.
The truest field to match would be the email field, however, there is by default no email in the opportunity. The email exists only in the Contact, and as we are creating/updating an opportunity this email field is not available as a match field when creating the Zap.
I can create an email field in the Opportunity, however, this would be a double up and then again open us to mistake.
I am hoping someone may have a suggestion for the best method to achieve this.
Thanks in advance!