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  • How do I correctly set up Pipedrive to update deals Instead of creating new ones?
Question

How do I correctly set up Pipedrive to update deals Instead of creating new ones?

  • 26 September 2023
  • 6 replies
  • 45 views
S

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
  

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 @Student 

Good question.

To help us have full context, please post detailed screenshots with how your Zap steps are configured.

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
S

 

S

Hi @Troy Tessalone 
Here is some screenshots

MohSwellam
Userlevel 7
Badge +8

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.

Founder of GeekyAir.com
S

 Hi @MohSwellam  
Step 3: I need update a title, for deal I use the ID deal

ken.a
Userlevel 7
Badge +6

Hi @Student,

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?

2e4a8b9f88750fdd896d7a8fd21ad269.png
(view larger)

Please keep us posted! 😊

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