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Hi

 

I’m currently trying to set up a Zap between Pipedrive and easy PV, an app that I don’t think has any official thing with either Pipedrive or Zapier yet. It claims to have CRM integration but I don’t think it does what we need it to do?

What we would like to do is- whenever a new lead is created on Easy PV, a corresponding lead is also created within Pipedrive.

 

What I found in trying to set this up is that we can in fact fetch leads from easy PV just fine, and I thought it’d be a simple matter to just create a lead on Pipedrive using the information fetched there, but apparently we need to provide a Person and an Organization to PD to create the Lead.

So that means maybe create a person and an organization on PD first, but if I do that then… Is there a quick way to use the Person and Organization I just created for the Lead?

 

Is there another way to go around this?

 

Hey ​@mohammad.ali.khan,

Here are all the triggers/ actions for Pipedrive- https://zapier.com/apps/pipedrive/integrations. Some of the useful actions for your usecase are Find or Create Organization, Find or Create Person and Create Lead.

 

Hope it helps!

Hey ​@mohammad.ali.khan,

Here are all the triggers/ actions for Pipedrive- https://zapier.com/apps/pipedrive/integrations. Some of the useful actions for your usecase are Find or Create Organization, Find or Create Person and Create Lead.

 

Hope it helps!

hey ​@Sparsh from Automation Jinn,

 

Thanks for taking the time out to write this answer.

 

The thing is, I did see these actions. My question is, how do I take the output/result of Finding/Creating a Person or Organization and use those specifically to create the Lead. Because when I was looking around with the Create Lead action, I couldn’t find a way to use the output from a previous action in the automation.

 

Hey ​@mohammad.ali.khan,

Here is a helpful article about dynamic mapping in Zapier- https://help.zapier.com/hc/en-us/articles/8496343026701-Send-data-between-steps-by-mapping-fields. Hope it helps!

Hello ​@mohammad.ali.khan 

You should be able to grab the data from the previous step and just add it into the required places. 

If this isn’t working then my workaround, and it probably isn’t best practice, is to use a Python Code block to collect all the information, manipulate it as/if necessary. This does works very well. 

I have some zaps that collect and create data, that then needs to be sent via a webhook to our CRM.  Spending a task on the code block allows me to ensure everything is formatted and correct before triggering the webhook. 

You may be able to apply a similar method. You can vibe code the python code block with chatGPT very easily, just remember to tell it you’re using Zapier and to use the standard library and requests only.  

 

Best of luck, 
Badger

Hi ​@mohammad.ali.khan 

Try these Zap steps…

STEPS

  1. Trigger: Easy PV - New Lead
  2. Action: Pipedrive - Find/Create Organization
  3. Action: Pipedrive - Find/Create Person
  4. Action: Pipedrive - Create Lead
    1. Map the Org ID from Zap step 2
    2. Map the Person ID from Zap step 3

Hi ​@mohammad.ali.khan 

Try these Zap steps…

STEPS

  1. Trigger: Easy PV - New Lead
  2. Action: Pipedrive - Find/Create Organization
  3. Action: Pipedrive - Find/Create Person
  4. Action: Pipedrive - Create Lead
    1. Map the Org ID from Zap step 2
    2. Map the Person ID from Zap step 3

​@Troy Tessalone the first step is where the first problem lies because there’s no existing triggers for easyPV within Zapier yet. Would a webhook do the trick?

 

Hello ​@mohammad.ali.khan 

You should be able to grab the data from the previous step and just add it into the required places. 

If this isn’t working then my workaround, and it probably isn’t best practice, is to use a Python Code block to collect all the information, manipulate it as/if necessary. This does works very well. 

I have some zaps that collect and create data, that then needs to be sent via a webhook to our CRM.  Spending a task on the code block allows me to ensure everything is formatted and correct before triggering the webhook. 

You may be able to apply a similar method. You can vibe code the python code block with chatGPT very easily, just remember to tell it you’re using Zapier and to use the standard library and requests only.  

 

Best of luck, 
Badger

​@Badger I actually didn’t know about the existence of the Code blocks. I’ll look into those 

​@mohammad.ali.khan 

If Easy PV supports webhooks, then you can use this Zap trigger: Webhook - Catch Hook

That will generate a unique webhook URL for the Zap that you can configure in Easy PV.

Hi there ​@mohammad.ali.khan 👋 Have you had a chance to try out the suggestions from Sparsh, Badger and Troy yet?

Let us know how it goes when you do, want to make sure you’re all set!

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