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Hi,
I’m using a webhook to pull date from an app which will add a deal in pipedrive.
It is a multi-step zap as the data needs to be inserted into deal.
When I use a ‘search person’ step, it asks for a required field called ‘Term’ - what does this mean and what am I expected to add here?
Best answer by Troy TessaloneBest answer by Troy Tessalone
@PGinDM
You’ll need to map the Pipedrive Person ID from the Find Person step to the Pipedrive Deal step using the ‘Custom’ mapping option.
Check out this help article: https://zapier.com/help/create/basics/set-up-your-zap-action#set-up-your-action
Hi @PGinDM - “Term” is where you enter how you would want to find the person record — the Field To Search By. If anything is selected in “Field To Search By”, the “Term” field should change to whatever is selected in “Field To Search By”.
Hi @PGinDM
Try searching by the Pipedrive Person’s Name as indicated below in the screenshot.
Hi Troy,
Thank you. Appreciate it.
Now that I have found the ‘person’ in pipedrive, How do I make sure that the same person is connected to deal?
@PGinDM,
To attach the person to the deal, use the person ID from the “Find Person” step.
See screenshot.
Awesome. It works!
Thank you. Thank you. Thank you. 😊
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