Hello,
I’m trying to set up a zap but for some reaons it’s not recognizing the Person from the previous step.
I set it up to
1. Form Submission in Gravity Forms
2. Find Person in Pipedrive
3. Create Lead in Pipedrive
When I try to test out step 3 it doesn’t recognized the Person from the field #2.
It shows this error:
Neither an Organization nor a Person were provided. One of them must be provided in order to create a lead.
Best answer by christina.dBest answer by christina.d
Yay,
I also wanted to summarize some of Troy’s responses in case it’s helpful to anyone following along:
This mapped variable must be the Person ID from Step 2, not the Person Name.
You can tell because it shows 123 next to the Person field label.
Same for this field.
If you’re experiencing “Failed to create a lead in Pipedrive”:
Error indicates there is an issue with the labels/tags, which are not shown in the screenshots you provided.
Try adjusting those. Similar concept, those will expect the internal ID of the label/tag if trying to map a dynamic variable.
Somethings process of eliminations is the best way to isolate the issue.
Observation
You’ll want to add spaces between the mapped variables and line breaks and possibly static labels otherwise this will appear as a blob of text.
Thanks again and happy zapping! ⚡️
+14Hi
Good question.
Make sure to map the Person ID from Pipedrive.
Please post screenshots with how your Zap steps are configured.
Hello,
Yes, here’s some screenshots:
If helpful too I can add a video of everything too.
+14Hi
This mapped variable must be the Person ID from Step 2, not the Person Name.
You can tell because it shows 123 next to the Person field label.
Same for this field.
Ok, I tried that and here’s what I get:
https://drive.google.com/file/d/1606LMgtWj20VSwPWX6qlXaYh4TzEAtoG/view?usp=sharing
Here’s the configuration: https://drive.google.com/file/d/1lhJrdWcT-yHm0MsAgVLZ-227_8JMikYJ/view?usp=sharing
I removed the owner part it isn’t necessary, I was just trying to test to see why it wasn’t working.
+14Error indicates there is an issue with the labels/tags, which are not shown in the screenshots you provided.
Try adjusting those. Similar concept, those will expect the internal ID of the label/tag if trying to map a dynamic variable.
Somethings process of eliminations is the best way to isolate the issue.
Observation
You’ll want to add spaces between the mapped variables and line breaks and possibly static labels otherwise this will appear as a blob of text.
+9Yay,
I also wanted to summarize some of Troy’s responses in case it’s helpful to anyone following along:
This mapped variable must be the Person ID from Step 2, not the Person Name.
You can tell because it shows 123 next to the Person field label.
Same for this field.
If you’re experiencing “Failed to create a lead in Pipedrive”:
Error indicates there is an issue with the labels/tags, which are not shown in the screenshots you provided.
Try adjusting those. Similar concept, those will expect the internal ID of the label/tag if trying to map a dynamic variable.
Somethings process of eliminations is the best way to isolate the issue.
Observation
You’ll want to add spaces between the mapped variables and line breaks and possibly static labels otherwise this will appear as a blob of text.
Thanks again and happy zapping! ⚡️
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