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Question

Pipedrive Custom Fields (Organization and Person)

  • 28 September 2020
  • 3 replies
  • 712 views
H
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

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

3 replies

Troy Tessalone
Userlevel 7
Badge +14

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

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
AndrewJDavison_Luhhu
Userlevel 7
Badge +10

Hi @Hattori 

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

We're Zapier Certified Experts - we help businesses do cool stuff with automation | www.luhhu.com
GetUWired
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! 

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