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Question

How to associate contact and company info with a deal in Pipedrive?

  • 2 November 2023
  • 1 reply
  • 31 views

Hi I am using Hubspot. 

 

I have two pipelines, and I am trying to create a new deal in the second pipleine when it is moved to a Won status in the first Pipeline.

 

I have this working in Zapier, teh deal is being created, but I dont see how I can also include the Contact and Company information asscoiated to the deal in Pipeline one to also be asscoiated to the New Deal created in pipeline 2.

 

Please assist..

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1 reply

Troy Tessalone
Userlevel 7
Badge +14

Hi @ClientWindow 

Good question.

Try using the Zap actions related to “Associations”.

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
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