Question

Data duplicate on Pipedrive

  • 8 April 2021
  • 6 replies
  • 72 views

Userlevel 1

I need to avoid sending lead duplicates to Pipedrive. I’ve tried using filters and conditions but it didn’t work. I’ve even tried the Pipedrive's native solution such as “find or create a deal/organization/person”.
If people send their data twice or more, I must not send  the redundant ones  to Pipedrive. I need  to  send  just the first one.

Can anyone help me?
 


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6 replies

Userlevel 7
Badge +11

Hi @Luis Santana 

Pipedeive Find/Create Org/Person/Deal is the right action to use.

Make sure you are matching using  a unique data point, such as email address for the Person.

Can you provide screenshots of how your Zap steps are configured?

Userlevel 1

 

Userlevel 4
Badge +3

@Luis Santana - The setup looks right but I would avoid searching on phone number due to possible small changes in formatting (with or without country code, with or without spaces, without or without a dash, the options are endless)

As ​​​@Troy Tessalone, it’s best to search for a unique data point; email address is normally speaking a safer way!

Userlevel 1

 @MarijnVerdult  - There’s no possibilty small changes in formatting phone number beacuse of the field mask script. As you guys can see on my landing page: https://lp.pegaki.com.br/pontopegaki
It’s in Portuguese, so phone number in this case is “Telefone”.

 

Phone number is more important in our business model. I already tried search by email and didn't work too.

Userlevel 7
Badge +11

@Luis Santana 

To troubleshoot further, best would be to check the Zap Runs history details for the DATA IN/OUT for each step to determine why the existing record is not being found: https://zapier.com/app/history/

Perhaps when the phone number is being added to Pipedrive the format is getting converted by Pipedrive.

If you are still having issues, you can open a ticket with Zapier Support here: https://zapier.com/app/get-help

Userlevel 7
Badge +10

@Luis Santana 
Just checking in to see if you still need help with this?