Question

Want to create workflow to create/update organisation and deals in Pipedrive for labelled visitors in Leadinfo

  • 22 September 2021
  • 1 reply
  • 9 views

Requirements of workflow

Every visitor that gets that label in Leadinfo, must sent to pipedrive.

Checking in pipedrive: Is there already an organisation and an deal 

-if yes: update organisation and deal with available data from lead info (for example path)

- if no: create organisation and deal


1 reply

Userlevel 7
Badge +10

Hi @A-ventures 

This is definitely possible.

Here’s a guide that should help you get started: https://zapier.com/help/create/basics/create-zaps

If you want more help, feel free to reach out: https://www.zapier.com/experts/luhhu/contact/

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