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I am using Pipedrive CRM to store our organization and contact. I would like to sync all data to Zoho Books. I create a new trigger “New organization in Pipedrive” and sync to Zoho Books successfully. However, how can I sync with contact at the same time?

Because “contact” is associated with “organization”, do I need to create two zaps, or only one zap sync all data?

Pipedrive
Organization - Company Name, Address

Contact - Name, Email

Zoho Books

Organization - Company Name, Address

Contact - Name, Email

Thank you.
 

Hi @Foundstone 

Good question.

Some things to consider for the logic to configure...

  • An Org could be updated, but the Person could not be updated
  • An Person could be updated, but the Org could not be updated
  • A Person could not be linked to an Org
  • An Org could not be linked to a Person