Hi @GeorgeM,
Welcome to the Community.
To create a deal in Pipedrive when a new form is submitted and you receive an email, use Zapier to trigger a new email in Gmail, make a deal in Pipedrive, and map email fields to deal fields. Test and review your setup.
Let us know if you need further assistance.
We just wanted to check in and see how everything is going with your Zap. Did JammerS recommendation help resolve the issue? Feel free to reach out if you need any further assistance with your Zap. We're here to address any concerns and help you out
Hi @GeorgeM
If you need more help with your Zap post these screenshots:
- how your Zap steps are outlined
- how your Zap steps are configured in EDIT mode so we can see the field mappings
Hi @GeorgeM,
Just to advise, when posting a screenshot to the Community, it is essential to obscure any sensitive information within the screenshot for security purposes. Thank you. We're looking forward to troubleshooting your issue further.