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Best answer

Person and organization not linked to new deals created in Pipedrive

  • October 20, 2021
  • 1 reply
  • 555 views
L

Hi!

I am currently having issues with  a connection from Google Sheet to Pipedrive. When a row is added in a Google Sheet. I want to create a new deal. But when the deal s created. Its pretty much empty. No linked person, no linked organization. 

Would need som help to create this kinde of zapp.

 

Best answer by Troy Tessalone

Hi @Lawrence CloudSolutions 

Try these Zap steps...

  1. Trigger: GSheets New Row
  2. Action: Pipedrive - Create Organization
  3. Action: Pipedrive - Create Person (link person to Org with the Org ID)
  4. Action: Pipedrive - Create Deal (link Deal to Org/Person with their IDs)

Check out this help article for mapping data points between Zaps steps using the ‘CUSTOM’ mapping option.

https://zapier.com/help/create/customize/add-custom-values-to-dropdown-menu-fields-in-zaps
 

Consider hiring a Zapier Expert: https://experts.zapier.com/

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

1 reply

Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • Answer
  • October 20, 2021

Hi @Lawrence CloudSolutions 

Try these Zap steps...

  1. Trigger: GSheets New Row
  2. Action: Pipedrive - Create Organization
  3. Action: Pipedrive - Create Person (link person to Org with the Org ID)
  4. Action: Pipedrive - Create Deal (link Deal to Org/Person with their IDs)

Check out this help article for mapping data points between Zaps steps using the ‘CUSTOM’ mapping option.

https://zapier.com/help/create/customize/add-custom-values-to-dropdown-menu-fields-in-zaps
 

Consider hiring a Zapier Expert: https://experts.zapier.com/

⚡ Troy Tessalone - AutomationAce.com | Top Zapier Solution Partner | #1 Zapier Community Contributor
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