Best answer

Create new or Update an existing person in Pipedrive

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 :)

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Userlevel 7

+10

@Mayane

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.

Userlevel 3

+5

@Mayane, did the suggestion to add a “Find or Create Person step” and “Update Person” step help? Let us know!

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