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Person and organization not linked to new deals created in Pipedrive

  • 20 October 2021
  • 1 reply
  • 37 views

Hi!

I am currently having issues with  a connection from Google Sheet to Pipedrive. When a row is added in a Google Sheet. I want to create a new deal. But when the deal s created. Its pretty much empty. No linked person, no linked organization. 

Would need som help to create this kinde of zapp.

 

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Best answer by Troy Tessalone 20 October 2021, 17:12

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Userlevel 7
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Hi @Lawrence CloudSolutions 

Try these Zap steps...

  1. Trigger: GSheets New Row
  2. Action: Pipedrive - Create Organization
  3. Action: Pipedrive - Create Person (link person to Org with the Org ID)
  4. Action: Pipedrive - Create Deal (link Deal to Org/Person with their IDs)

Check out this help article for mapping data points between Zaps steps using the ‘CUSTOM’ mapping option.

https://zapier.com/help/create/customize/add-custom-values-to-dropdown-menu-fields-in-zaps
 

Consider hiring a Zapier Expert: https://experts.zapier.com/