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...
Hi
Map the Pipedrive Deal ID from Step 1 to Step 3 using the h...] button.
Help link for how to configure Zap action steps: https://zapier.com/help/create/basics/set-up-your-zap-action
I need the Zap to run on each New Deal created, filtering, etc. without acting on a specific Deal ID, Deal Title, etc.
For the Deal field, use the h...] button to change to “Custom” mode, then use the s+] butto to map the ID of the Deal from Zap step 1.
Duh...Y-E-S! I am not finished with setup and <testing> yet, but it makes total sense. I appreciate your bounce.
Hi
Awesome
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