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Question

Create new person and new lead in pipedrive from webhook

  • 28 March 2024
  • 7 replies
  • 34 views
G

Hello, 

I have created a webhook to collect leads from my CF7 forms. 

When I receive a new request, I create a person in pipedrive and a lead associated to this person. 

However, when I receive a new request, the lead is associated to other people. 

How to link this person with the lead which will be created? 

Thank you in advance for your support 

7 replies

Troy Tessalone
Userlevel 7
Badge +14

Hi @geck 

Help us have more context by posting screenshots with how the steps are outlined and configured.

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
G

Hi Troy,

Thanks for getting back to me. 

When receiving a lead from a CF7 form
→ Create a person in Pipedrive
→ Create a lead in Pipedrive associated with the person created in the previous step. 

I think my issue is in the create a lead sequence. It doesn’t link the lead to the person created in the previous step. 

See attached some screenshots,

Thanks in advance for your support,

Guillaume

 

3 Attachments
Troy Tessalone
Userlevel 7
Badge +14

@geck 

Map the ID from Step 2 to the Person field.

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
G

Hi Troy,

I am trying to follow this guidance however all future leads are linked to the ID I mapped. 

Let’s say I choose the person ID 100 Name Harry in Step 2 to the Person field, 

All future leads will be under the person ID 100 Name Harry. 

It is what happening with my zap at the moment,

Thank you in advance,
Guillaume

Troy Tessalone
Userlevel 7
Badge +14

@geck 

Do the same as you mapped dynamic values from a previous step to the Title field.

Use the ‘Custom’ tab to map the ID variable from Step 2.

Help article about dropdown fields: https://help.zapier.com/hc/en-us/articles/8496241696141-Add-custom-values-to-dropdown-menu-fields-in-Zaps

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
G

Hi Troy, 

Thank you so much it works!! I selected the pipedrive ID in person for step 2 and now it works :) Thanks for your help, 

Also, on another note, is it possible to put a link to the pipedrive lead in emails notifications? 

New lead in Pipedrive → Gmail Email notification to alert me I received a new lead. 

I would like a link so I can click on it and be redirected to the lead page? 

Thanks very much in advance,
Guillaume

Troy Tessalone
Userlevel 7
Badge +14

@geck 

Click on a Lead in Pipedrive.

Get the Lead link from the browser URL.

The ID at the end should be the Pipedrive Lead ID.

Then you can create a combo of a static value and a dynamic variable to create the Lead link in the email step.

e.g. http://pipedrive.com/…/[LEAD_ID]

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor

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