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

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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?


Best answer by robschmidt 6 July 2021, 04:08

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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.


Userlevel 1

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