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Best answer

Created a Pipedrive deal from gmail but can't populate notes

  • February 26, 2020
  • 2 replies
  • 255 views
D

Hello,

I have a web contact form that sends gmail. I was able to create a zap that picks up the web contact email and create a deal in Pipedrive. What I can't figure out is how to populate the notes field in the deal from the email message body. I assumed that would be pretty easy to do, but I don't see any obvious way to go about it. A little help?

Thanks


Best answer by AndrewJDavison

Hi @DennisK

After the "Create Deal" step you can add a "Create Note" step:

Screen Shot 2020-02-26 at 18.20.00.pngWhen doing that, there will be a field to allow you to map in the ID of the deal you created so the note gets attached to the deal.


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

2 replies

AndrewJDavison
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  • AndrewJDavisonZapier Solution Partner
  • Zapier Solution Partner
  • Answer
  • February 26, 2020

Hi @DennisK

After the "Create Deal" step you can add a "Create Note" step:

Screen Shot 2020-02-26 at 18.20.00.pngWhen doing that, there will be a field to allow you to map in the ID of the deal you created so the note gets attached to the deal.


Find out more and hire me: https://zapier.com/partnerdirectory/andrewjdavison (andrew@andrewjdavison.com)
D
  • DennisK
  • Author
  • February 26, 2020

Totally got it. Thanks.


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