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Best answer

How to create an activity for a person in Pipedrive

  • 19 October 2020
  • 4 replies
  • 83 views
A
Userlevel 2

The activity I am creating is not being associated with the Person in Pipedrive I defined in the Zap. Here a loom: https://www.loom.com/share/7263f974d6e8401bb20407f442dd0eb8

icon

Best answer by Troy Tessalone 19 October 2020, 23:43

View original
This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

4 replies

Troy Tessalone
Userlevel 7
Badge +14

You need to use the Person ID to associate the Activity to the Person, so you need to add a step to first find the Person.

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
A
Userlevel 2

Thank you, @Troy Tessalone 

Does this then cost 2 Zapier tasks? 

  1. Find the person
  2. Add the activity?

There is no other way that costs less tasks, correct?

Troy Tessalone
Userlevel 7
Badge +14

Each Zapier action Step the completes successfully counts as a Task.

Yes, 2 action steps are needed using the Pipedrive Zapier app, unless you wanted to use a custom Code step with the Pipedrive APIs, but not something I’d advise for your use case.

If the trigger step already provided the data points you need, which in this case would be the Pipedrive Person ID, then you wouldn’t need the Find Person action step.

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
A
Userlevel 2

If the trigger step already provided the data points you need, which in this case would be the Pipedrive Person ID, then you wouldn’t need the Find Person action step.

 

Brilliant! Right - thank you!

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