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  • How to create an activity for a newly created deal in Pipedrive without creating a new Zap or filter?
Best answer

How to create an activity for a newly created deal in Pipedrive without creating a new Zap or filter?

  • 19 July 2023
  • 6 replies
  • 42 views
LandCravings
Userlevel 1

I am trying to “create an activity” to an NEWLY created deal in Pipedrive as part of an existing trigger. Is this possible to do without creating a new zap and without creating a pipedrive filter?

 

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Best answer by Troy Tessalone 22 July 2023, 16:04

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6 replies

Troy Tessalone
Userlevel 7
Badge +14

Hi @LandCravings 

Good question.

Perhaps explore using the native Pipedrive Automations instead for the Pipedrive Zap steps.

https://support.pipedrive.com/en/article/workflow-automation

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
Troy Tessalone
Userlevel 7
Badge +14

@LandCravings 

You would need to test Step 4 and then map the returned Deal ID from Step 4.

Looks like this is from Step 1, which has “No data”.

 

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

That makes sense. I thought of that...but was skeptical because of the “no data” characteristic. I will try this and update you of what I find. Thanks so much 

LandCravings
Userlevel 1

 @Troy Tessalone After re-testing step 4...and then mapping that “deal id” with just the words: “deal id : no data”  from step 1….the activity was NOT added to the deal. However...after adding the actual “deal id” (found in the URL from the deal in the browser bar once clicking on the deal) ...from the re-tested step 4 manually….the activity was successfully added. 

Do you know a way to map the subsequent actual “deal id” that will be produced each time the previous zap occurs so that the actual “deal Id” can be included in the next “deal id” for the “add activity” zap? I tried typing the words “Last” and “Previous” in front of the “deal Id” from step 1 with no success. 

Troy Tessalone
Userlevel 7
Badge +14

@LandCravings 

2 Issues:

  1. You need to remove the static value of “4113”.
  2. You need to map the Deal ID from Step 4.
    1. The current Deal ID is mapped from Step 1.

 

 

 

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

@Troy Tessalone Brilliant!!! That was a perfect result. Thank you. 

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