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How do I link a person to an organization in Pipedrive?

  • February 29, 2024
  • 5 replies
  • 113 views
W

taking data from jotform using zapier to take data and load into pipedrive.  Person and company data loading but records not linking, Please can you help?

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

5 replies

Nate
Forum|alt.badge.img+6
  • NateZapier Solution Partner
  • Zapier Solution Partner
  • February 29, 2024

@Wane can you make sure that you’re including the ID from the “Create Organization” step in the “Create a Person” step?

 

Nathan Weill - Flow Digital
    W
    • Wane
    • Author
    • New
    • March 1, 2024

    Thanks Nat, will look to track down the ID

    W
    • Wane
    • Author
    • New
    • March 1, 2024

    Hi Nat

     I searched pipedrive selection fields for an ID and added the ID listed, but still not linking,  How is this ID generated and selected?

     

    W
    • Wane
    • Author
    • New
    • March 1, 2024

    Sorry Nat wrong field, all working great, thank you .  Another question

     

    Pipedrive is not generating the new person/company as a lead which is what I also require, Please can you advise

      Nate
      Forum|alt.badge.img+6
      • NateZapier Solution Partner
      • Zapier Solution Partner
      • March 1, 2024

      @Wane make sure to have a “Create Person” / “Create Organization” step in your Zap.

      Nathan Weill - Flow Digital
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