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Created a Pipedrive deal from gmail but can't populate notes

  • 26 February 2020
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Userlevel 1

Hello,

I have a web contact form that sends gmail. I was able to create a zap that picks up the web contact email and create a deal in Pipedrive. What I can't figure out is how to populate the notes field in the deal from the email message body. I assumed that would be pretty easy to do, but I don't see any obvious way to go about it. A little help?

Thanks


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Best answer by AndrewJDavison_Luhhu 26 February 2020, 18:21

Hi @DennisK

After the "Create Deal" step you can add a "Create Note" step:

Screen Shot 2020-02-26 at 18.20.00.pngWhen doing that, there will be a field to allow you to map in the ID of the deal you created so the note gets attached to the deal.


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Userlevel 7
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Hi @DennisK

After the "Create Deal" step you can add a "Create Note" step:

Screen Shot 2020-02-26 at 18.20.00.pngWhen doing that, there will be a field to allow you to map in the ID of the deal you created so the note gets attached to the deal.


Userlevel 1

Totally got it. Thanks.