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?
+14Hi
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?
+3
As
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.
+14To 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
+10
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