newbie to Zapier and clearly not very bright….
I’m trying to create a zap that takes parsed data from an email in mailparser and create a deal in Pipedrive, easy enough. But if the person doesn’t exist in Pipedrive (95% of the time it is a new lead), create a new person and add it to the deal.
The problem is, when a deal is created, a person isn’t attached to the deal. I must be coding the fields wrong, please see below..
Should the Person be from the Find or Create Person option? and Should I search by name (because multiple people with the same name can exist) or email/phone number? As I've tried each and still doesn’t work.
Thanks in advance.
Best answer by ComploView original