Hi, I’m trying to retrieve data from Pipedrive, from a certain Pipeline, when a deal is won. Except I see no trigger that allows this. Anyone an idea on how to solve this issue?
Question
How do I set up a Zap to retrieve data from a specific Pipedrive pipeline when a deal is won?
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+6- Zapier Solution Partner
- Use the “Deal Matching Filter” trigger
- You’ll need to create a Deal filter in Pipedrive with the conditions “Deal won time is today”
- Use Webhooks by Zapier
- See this article how to install a webhook in Pipedrive
- Use the “Deal Updated” webhook
- Your zap should start with a Webhook Trigger
- Use a filter to check for “Current Status is won” and “Previous Status is not won”
Feel free to reach out with additional questions. Or feel free to book a session with our team.
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