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Question

How to add users as followers to new deals in Pipedrive


I need to add Users as Followers in Pipedrive on a New Deal created trigger, filtered by Deal Owner User A or User B. I got started, but crashed at the Add Follower step because the Zap wanting me to select a specific Deal. It needs to be universal.

Trigger = New Deal created > Filter Step, If Deal Owner [A] or [B] > Add Users [C] [D] [E] [F] as Followers.

What am I missing here? Too long of hours today? Brain fry...

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5 replies

Troy Tessalone
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Hi ​@Darrin 

Map the Pipedrive Deal ID from Step 1 to Step 3 using the [...] button.

Help link for how to configure Zap action steps: https://zapier.com/help/create/basics/set-up-your-zap-action


  • Author
  • Beginner
  • 2 replies
  • January 27, 2025

 

I need the Zap to run on each New Deal created, filtering, etc. without acting on a specific Deal ID, Deal Title, etc.


Troy Tessalone
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@Darrin 

For the Deal field, use the [...] button to change to “Custom” mode, then use the [+] butto to map the ID of the Deal from Zap step 1.

 


  • Author
  • Beginner
  • 2 replies
  • January 27, 2025

Duh...Y-E-S! I am not finished with setup and <testing> yet, but it makes total sense. I appreciate your bounce.


ken.a
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  • Zapier Staff
  • 6360 replies
  • January 28, 2025

Hi ​@Darrin,

Awesome ​@Darrin! A huge thanks to Troy for pointing you in the right direction!

If you have any other questions, please don’t hesitate to reach out to the Community. We’re always happy to help! 🤗