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So we have an interesting situation - trying to update our CRM (PipeDrive) to sync with ActiveCampaign (for marketing).

Basically, we need to do the following:

  1. Find/Update Customer (by email)
  2. Find/Update Company (by Name)
  3. Find/Update Deal (by deal name)

We can use a path for the first step (i.e. if customer found, update, otherwise create new) but with the limitation of only being able to use one “path” has anyone figured out how to handle this?  

And since each item needs the previous (i.e. company needs a customer and Deal needs a company and customer), I can’t run these as separate zaps.


What we really need is a way to daisy chain zaps!

You can have Paths within Paths.

Paths can have 3 levels with 3 routes.

Example: Path 1 with Path 1.A, 1.B, 1.C with Path 1.A.1, 1.A.2, 1.A.3

 

You can use Webhooks to trigger another Zap: https://zapier.com/apps/webhook/integrations

Thus creating a daisy chain.

Zap Steps

  1. Trigger: ActiveCampaign - ???
  2. Action: Pipedrive - Find/Create Company
  3. Action: Pipedrive - Update Company (uses Company ID from Step 2)
  4. Action: Pipedrive - Find/Create Person
  5. Action: Pipedrive - Update Person (uses Person ID from Step 4)
  6. Action: Pipedrive - Find/Create Deal
  7. Action: Pipedrive - Update Deal (uses Deal ID from Step 6)

PD and AC have an integration that might be worth exploring.

https://help.activecampaign.com/hc/en-us/articles/360013357320-Sync-contacts-from-ActiveCampaign-to-Pipedrive

[advanced] If you’re trying to go PD > AC then you’ll have to use the AC API: https://developers.activecampaign.com/reference

This would require a lot more logic built into the Zaps and the use of Webhook action steps or Code steps in the Zap.

AC and PD have a native integration that may be worth exploring: https://www.activecampaign.com/apps/pipedrive

[advanced] If you’re trying to go PD > AC then you’ll have to use the AC API: https://developers.activecampaign.com/reference

This would require a lot more logic built into the Zaps and the use of Webhook action steps or Code steps in the Zap.

Thanks this is a good answer - but we are trying to go PD > AC so it would require a bit of custom coding which is ultimately what we’ll probably end up doing.  I just wish Zapier would provide the same integrations - i.e. you can “find/create” a company in PD but not in AC.  (In AC it’s two separate steps).

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