Best answer

Search for person in pipedrive

  • 23 March 2021
  • 6 replies
  • 957 views

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?

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Best answer by Troy Tessalone 23 March 2021, 17:42

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6 replies

Userlevel 5
Badge +6

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”. 

 

 

Userlevel 7
Badge +14

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?

Userlevel 5
Badge +6

@PGinDM,

To attach the person to the deal, use the person ID from the “Find Person” step.

See screenshot

Userlevel 7
Badge +14

@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

Awesome. It works!

Thank you. Thank you. Thank you. 😊 

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