Creating a lead from Google Forms to Pipedrive - how to specify organization and person using the custom filter

Question

I am trying to create a lead in pipedrive when someone fills out a google form. When I specify the organization and person using the custom filter from the google forms, it says that there is no organization or person specified. Why is it doing this?

robschmidt · Accepted Answer

Hi @alectriplewhale,Before creating a lead, you need to use Pipedrive>create person (for organization Pipedrive> Create organization) action and then Map the newly created person ID from the custom tab. The issue I believe is that you are mapping the person name, so you need to Map the person ID.

alectriplewhale · Answer

It worked!Thank you so much Rob. One little thing can throw the whole zap off. This was a huge help.

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