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How do I prevent duplicate deals in Pipedrive when a Slack emoji trigger is used multiple times on the same message?

  • 25 July 2024
  • 2 replies
  • 16 views

We use automation where when an emoticon :pipedrive: appears under a message in a given Slack channel (which is the trigger), a new deal is automatically created, a new activity is assigned to it, and information from the message itself is transferred to pipedrive note.

Unfortunately, one thing is problematic: if the emoji is removed and then added again, the deal also is added again do pipedrive! How can we avoid this?

I want this zap to work only once for a given Slack message ID. Can you suggest how to do this? This will prevent duplicates
 

Our zap now:

 

2 replies

Userlevel 7
Badge +14

Hi @Jlaczynski 

You’ll need to add logic to first find/create the Deal followed by a Filter to only continue if a new Deal was created. (e.g. Found = False)

 

Zap Action: Pipedrive - Find Deal

Check the checkbox to Create Deal if not found.

 

 

Hey, can you show me how the filter should look like? Should it be zap data was found → (boolean) true?

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