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