Hello community!
Instead of updating, I get the creation of a new deal in Pipedrive
I have
1 step - trigger in Cin7 “SAle info Added”
2 step is - Find a Deal in Pipedrive (if not found create a new deal)
3 step - Update a deal
For 2 step used different values: “Field to Search By” value - email, title- title and other
Problem: Instead of updating, I get the creation of a new deal in Pipedrive
Give me advise, how to set up it correctly
Thank`s
Question
How do I correctly set up Pipedrive to update deals Instead of creating new ones?
- Beginner
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+14- Zapier Orchestrator & Solution Partner
Hi
Good question.
To help us have full context, please post detailed screenshots with how your Zap steps are configured.
+8- Zapier Orchestrator & Solution Partner
Hi,
It seems the title it different in both cases, you are not searching by the same title, and therefore you aren't finding the Deal so you are creating a new one with a different title.
+6- Zapier Staff
Hi
I’m jumping in to see if I can help!
Based on the screenshot of your “Find Deal” action step. It looks like you have checked the “Create Pipedrive Deal if it doesn’t exist yet?” checkbox. If the Title of the Deal is not found it will create a new Deal. That said, could you please send a screenshot of the “Create” section of the “Find Deal” step?
Please keep us posted! 😊
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