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 Tessalone
View original
+6
Hi
+14
Hi
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?
+6
To attach the person to the deal, use the person ID from the “Find Person” step.
+14
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. 😊
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.
