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  • Can I differentiate contacts in Pipedrive CRM based on a custom field when finding them using an email address?
Question

Can I differentiate contacts in Pipedrive CRM based on a custom field when finding them using an email address?

  • 1 July 2023
  • 1 reply
  • 16 views
C
Userlevel 1
Badge

I’m looking to create a Zap which finds a Contact in our CRM Pipedrive.

The current options appear to be things such as find by ‘email / name / ID / phone’ etc.

The issue I’m running into is we will have contacts within the CRM with the same details (email / name / phone etc), but we wish to differentiate these Contacts based on a custom field such as ‘brand’.

So I’m thinking we’d need to ‘find’ the contact using ‘email address’ and ‘X’ (potentially X = brand).

Does anyone have any experience of this and can provide a solution?

Thanks

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

1 reply

Troy Tessalone
Userlevel 7
Badge +14

Hi @CardManc 

Good question.

You’d likely need to use the Pipedrive API: https://developers.pipedrive.com/docs/api/v1/Persons#searchPersons

Zap action: Pipedrive - API Request

If you need help consider hiring a Certified Zapier Expert: https://zapier.com/experts/automation-ace

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
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