Hello!
I’m trying to figure out how to find a deal in Pipedrive in a specific pipeline and stage. For example, I want to check if a deal named 123 Corporation already exists in Pipeline A under the 1st Meeting stage.
The ideal outcome would be, if the deal already exists do not create a deal. If not, create a new Pipedrive deal.
Question
How to find a deal in a specific pipeline and stage in Pipedrive
- Beginner
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+14- Zapier Orchestrator & Solution Partner
Hi
One approach would be to use Zap action steps:
- Action: Pipedrive - Find Deal
- Search by Title
- This is the name of the Deal
- Search by Title
- Action: Filter
- Check that pipeline and stage match your desired values
- Help with Filter: https://zapier.com/apps/filter/help
+6- Zapier Staff
Hi
I just came across your post here and wanted to check in here to see how you’re getting on. We’re you able to follow Troy’s suggestion here?
Please do let us know if you’re still in need of some help on this at all - happy to assist further! 🤗
- Beginner
Hi Troy and Ken,
We’re taking a step back here and rethinking the flow but I think Troy’s suggestion above should work :) Thanks for the help!
+11- Community Manager
Thanks for the update,
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