Hi,
I can't find the answer of my issue : How can I do : "Create or update a person in pipedrive". I found "Find or create".
But if the person already exists, how can I update her ?
What is the right process ?
Thank you :)
Hi,
I can't find the answer of my issue : How can I do : "Create or update a person in pipedrive". I found "Find or create".
But if the person already exists, how can I update her ?
What is the right process ?
Thank you :)
You use the “Find Create” step first - this will return an ID for either the existing record or the newly created one.
You can then add an “Update” step right after, mapping the ID returned by the previous step.
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