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  • How can I set up a Zap to find a specific deal by name and pipeline in relation to a person/email?
Best answer

How can I set up a Zap to find a specific deal by name and pipeline in relation to a person/email?

  • 28 September 2022
  • 6 replies
  • 480 views
T
Userlevel 1

Hi all,

I need some support for this setup:
We have more than one deal for our customers.

The deals are distinguished by name and pipeline.

We need a way to find the exact one deal based on the person/ email and the name of the deal.

At the moment, I can’t find a solution to use two criteria as filter.

Is there any chance to do so?

Thanks in advance

 

icon

Best answer by christina.d 29 October 2022, 01:50

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This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

6 replies

Troy Tessalone
Userlevel 7
Badge +14

Hi @Tassilo Peters 

Good question.

You may have to use the Pipedrive API to do more advanced querying: https://developers.pipedrive.com/docs/api/v1/Deals#searchDeals

App APIs can be used in Zaps with the Webhooks app: https://zapier.com/apps/webhook/help

Also, you may have to do a series of queries in order to find then filter the results.

For example…

  1. Find the Deals associated to a Person, then filter the Deals by name.
  2. Find the matching Deals, then filter by Person.

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
Danvers
Userlevel 7
Badge +12

Hi @Tassilo Peters!

How are you getting on with your Zap? Did Troy’s suggestion help you here? 

christina.d
Userlevel 7
Badge +9

Hi @Tassilo Peters 

Good question.

You may have to use the Pipedrive API to do more advanced querying: https://developers.pipedrive.com/docs/api/v1/Deals#searchDeals

App APIs can be used in Zaps with the Webhooks app: https://zapier.com/apps/webhook/help

Also, you may have to do a series of queries in order to find then filter the results.

For example…

  1. Find the Deals associated to a Person, then filter the Deals by name.
  2. Find the matching Deals, then filter by Person.

 

Hii friends! 👋🏽 Popping into confirm searching by more than one criteria isn’t supported in the Pipedrive integration at the moment. 😔

That said, there is an open feature request for this! I went ahead and added your vote to it @Tassilo Peters so we’ll keep you in the loop if this does ship. We’ll also keep the topic updated as well.

Thanks for raising this in community! 🧡

C

Hi @christina.d , I would also like to throw my vote behind this feature request and be notified of its progress if  it is shipped. Our Pipedrive environment also frequently has multiple deals tied to a single contact, so adding more functionality around deal finding logic in Zapier would be instrumental in improving our use of the two platforms.

JammerS
Userlevel 6
Badge +3

Hi @Cornor Leug 

I’ve added your vote for this feature request, and we’ll notify you via email once available. Thanks!

jammer․solijon
SamB
Rank
Userlevel 7
Badge +11

Hey folks! 👋


Just popping by here with a quick update to let you know that the team have decided not to pursue the feature request at this time. Really sorry for the bad news here, if anything changes on the status of this feature request, we’ll be sure to let you know right away!

Please do reach out in Community if you have any questions or if there’s anything else we can help with in the meantime.

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