Question

Pipedrive Custom Fields (Organization and Person)

  • 28 September 2020
  • 3 replies
  • 735 views

Userlevel 1

I’ve added some custom fields in my leads in Pipedrive but it seems those custom fields in Pipedrive is not showing in the data choices in Zapier. Only the default fields and other data are in Zapier.

The custom fields for DEALS shows, but for ORGANIZATION and PERSON is not showing.

I´m using the trigger Deal Matching Filter


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3 replies

Userlevel 7
Badge +14

You may have to use Zap steps to find the Organization and/or Person to get their custom field values.

Userlevel 7
Badge +10

Hi @Hattori 

Just checking in - did you manage to get this sorted?

Userlevel 7
Badge +12

Hi @Hattori

 

I recently did an integration with Pipedrive and had similar issues. In my case, Zapier wasn’t pulling custom fields that had just been created and reconnecting the integration seemed to pull that data back in. Who is to say way the refresh fields button wasn’t working but reconnecting, deleting the action step, and creating it again pulled everything in perfectly. 

If you’ll share screenshots of your set up I would be happy to assist further!