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
  • 15 views

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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


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1 reply

Userlevel 7
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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

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