Best answer

Is it possible to transfer the lost reason from GSheets into Pipedrive?

  • 21 December 2021
  • 3 replies
  • 93 views

Userlevel 1

Hey community,

 

I set up a workflow to push deals from Google sheet to Pipedrive. Some of the deals are already marked as lost in the sheet and have predefined lost reasons which match with the ones in Pipedrive.

However, in the ‘Update Deal in Pipedrive’ action there is no possibility to transfer the lost reason from the sheet into Pipedrive. Is there any way to do this?

 

Any help is highly appreciated!

 

Thanks and best,

Johannes

 

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Best answer by Troy Tessalone 21 December 2021, 17:15

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3 replies

Userlevel 7
Badge +14

Hi @johannesgeb 

You may have to leverage the Pipedrive API.

App APIs can be used in Zaps with the Webhooks app as an action: https://zapier.com/apps/webhook/integrations#triggers-and-actions

Pipedrive API endpoint for “Get details of a Deal”: https://developers.pipedrive.com/docs/api/v1/Deals#getDeal

 

 

Userlevel 5
Badge +6

@johannesgeb you may utilize the API like @Troy Tessalone mentioned. Or you can directly import the lost deals in Pipedrive from a spreadsheet. The direct import allows you to add the lost reason. See more here

 

Good luck!

Userlevel 1

Thanks @Troy Tessalone and @Nate, right what I was looking for!