Skip to main content

Get Support
Have a question? Let's get you an answer!

How Do I...? Troubleshooting Code & Webhooks Developer Zone

Other Help Resources
Wait, there's more! Check out these Community sourced spaces for additional resources.

Zapier Help Center Hire an Expert

Learning Resources
All of our best learning resources can be found here.

Featured Articles Show & Tell Zapier's products AI Hub Zapier Tools Hub

Share your knowledge
Give back to the Community by sharing your automation wins and helping to answer questions.

Share your success See unanswered questions User Groups

Other Learning Resources
Some of our favorite additional ways to upskill your Zapier knowledge.

Zapier Learn Zapier Blog Zapier Webinars

Product Updates
Check out what is new and upcoming with Zapier with our regular product updates.

Product Updates

Early Access Program
Want to join Early Access? Learn more here.

I need to avoid sending lead duplicates to Pipedrive. I’ve tried using filters and conditions but it didn’t work. I’ve even tried the Pipedrive's native solution such as “find or create a deal/organization/person”.
If people send their data twice or more, I must not send  the redundant ones  to Pipedrive. I need  to  send  just the first one.

Can anyone help me?
 

Hi @Luis Santana 

Pipedeive Find/Create Org/Person/Deal is the right action to use.

Make sure you are matching using  a unique data point, such as email address for the Person.

Can you provide screenshots of how your Zap steps are configured?

 

@Luis Santana - The setup looks right but I would avoid searching on phone number due to possible small changes in formatting (with or without country code, with or without spaces, without or without a dash, the options are endless)

As ​​​@Troy Tessalone, it’s best to search for a unique data point; email address is normally speaking a safer way!

 @MarijnVerdult  - There’s no possibilty small changes in formatting phone number beacuse of the field mask script. As you guys can see on my landing page: https://lp.pegaki.com.br/pontopegaki
It’s in Portuguese, so phone number in this case is “Telefone”.

 

Phone number is more important in our business model. I already tried search by email and didn't work too.

@Luis Santana 

To troubleshoot further, best would be to check the Zap Runs history details for the DATA IN/OUT for each step to determine why the existing record is not being found: https://zapier.com/app/history/

Perhaps when the phone number is being added to Pipedrive the format is getting converted by Pipedrive.

If you are still having issues, you can open a ticket with Zapier Support here: https://zapier.com/app/get-help

@Luis Santana 
Just checking in to see if you still need help with this? 

Terms & Conditions