New on Zapier and creating my first zaps…
I am currenly working with Calendly now, and once an event is created I would like to create a deal on PipeDrive, and a person related to this deal. (usually events attrack new people).
My question is : With Zapier do I have to create the person and then create the Deal (2 steps) ?... or can I create the deal and directly associate it with the person (1 step)
I tried to associate it directly (1 step) but it associates it with a random person even by putting "Custom" and connecing it it to the person who subscribes to Calendly.
Thank you for your help
Best answer by Troy TessaloneView original
Thank you for your help. But I still can't match the user to the deal.
Here is what I am offered in the Custom section.
I have tried both options “Invitee Name” from Calendly, and “Name” from Pipedrive, but neither work.
What am I missing? Making me crazy :)
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