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Organization Matching Filter in Pipedrive Runs only once for each organization

  • 28 July 2020
  • 4 replies
  • 111 views

 

Good night, don't notice the GOOGLE TRANSLATOR: D I created a zap using the Organization Matching Filter, but Zap only activates once for each Organization. Is there a way to circumvent this limitation?

 

https://www.loom.com/share/a615cf365d8f4013bb37025edf96d8e2

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Best answer by Kim M'øller-Nielsen 3 August 2020, 12:31

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Userlevel 1

I have the 100% same issue. I have an organization in my filter, my Zap can load the data in the editor, but when I run it: “We couldn't find any new organizations.”

Userlevel 1

@Marcelo Pipedrive have you tried to use the automation inside Pipedrive? 

Userlevel 1

I solved it. Two ways around it:

  1. Have Pipedrive automate a yes/no update field, use updated organization in Zapier, and filter only update = yes. Then turn it back off.
  2. Answer from Zapier: Currently, the simplest way to reset what the Zap considers to be "new" information is to turn it off and on again. That can help overcome cases where deduplication is preventing the Zap from triggering. The simplest way to reset a Zap automatically would be with the "Zapier Manager" integration:

    https://zapier.com/help/zapier-manager/

    Using that, you could have a separate Zap turn this one off and on, resetting what it considers to be "new" data.

    To reset it every day, for example, you could use the "Schedule" trigger in a new Zap:

    https://zapier.com/help/create/customize/schedule-zaps-to-run-at-specific-intervals

    Then, Zapier Manager's "Turn Zap On/Off" action can turn it off, then back on.
     
Userlevel 7
Badge +11

Thanks for providing that information, @Kim M'øller-Nielsen :)