Hi guys,
I made a Zap that creates a Deal, Person & Organization. I’m trying to make sure that Zap won’t create a duplicate Organization if a same person would send a response from Google Form and would write a company that has an extra letter/space in it but the same company is already existing in PD that it won’t then it shouldn’t create a new Organization. Is there a way to do it?
Thanks,
Regi
Google Form to Pipedrive Zap - how to avoid creating duplicate Organizations
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Userlevel 7
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18 May 2021
Hi
For removing extra spaces, try using the Formatter > Text > Trim Whitespace option.
- Trim Whitespace: Remove extra spaces at the end of the text.
If someone mistypes the Org name, there’s not much you can do about correcting for that however.
- Beginner
- 2 replies
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18 May 2021
So there’s nothing I can do if I let’s say 123 Company is the existing Company name and someone submitted with 123 Company LLC, still, that will create a new company? Is there a way that I can use the email address as a search field instead to see if that submission info is already existing?
Userlevel 7
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18 May 2021
Looks like you can only search by Name when Finding an Org.
- Beginner
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18 May 2021
I see. Last thing I guess, how can I make sure that once a person created it connects to the organization existing/created?
Userlevel 7
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19 May 2021
The ID of the Org can be mapped to the Org field when creating a Person.
Data points can be mapped between Zap steps using the ‘Custom’ option like this.
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