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Best answer

Pipedrive Deal and Person don't match each other

  • March 14, 2021
  • 2 replies
  • 42 views

Hey! i have a question,  i have a facebook leads ads integration with my pipedrive CRM, but when the deal and the person is created, they dont match with each other (the deal and the person) how can i fix it ?

 

I will be so thankfull if you can help me.

 

Cheers!

Best answer by Troy Tessalone

Hi @PreU 593 

In the Zap steps, you’ll need to map Person to the Deal using the ‘Custom’ mapping option.

Check out this help article: https://zapier.com/help/create/basics/set-up-your-zap-action#set-up-your-action

 

Here are some other existing Topics to reference: https://community.zapier.com/search?q=pipedrive%20deal%20person

 

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

2 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Zapier Orchestrator & Solution Partner
  • Answer
  • March 15, 2021

Hi @PreU 593 

In the Zap steps, you’ll need to map Person to the Deal using the ‘Custom’ mapping option.

Check out this help article: https://zapier.com/help/create/basics/set-up-your-zap-action#set-up-your-action

 

Here are some other existing Topics to reference: https://community.zapier.com/search?q=pipedrive%20deal%20person

 


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  • Zapier Staff
  • May 21, 2021

Hey @PreU 593!

Did this help with your question on how to map a Deal to a Person in Pipedrive?