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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.

Hi ​@yvettej 

One approach would be to use Zap action steps:

  • Action: Pipedrive - Find Deal
    • Search by Title
      • This is the name of the Deal
  • Action: Filter

Hi ​@yvettej,

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! 🤗

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!

Thanks for the update, ​@yvettej! Glad to hear Troy’s suggestion should do the trick! Feel free to swing back and share how things turned out once you’ve reworked the flow—it could be super helpful for others too. In the meantime, happy Zapping! ⚡️

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