I’ve created Round-robin via zapier to distribute leads between our sales team.
i’ve connected pipedrive with one account of our sales team
assigned the ouner to the round-robin output
when i check pipedrive i always find the team member that i’ve connected his email (2.) is the owner of the deal on pipedrive, not the output of the roundrobin
Can anyone help me with this issue please ??
Best answer by SamB
Just wanted to jump in to summarise the answer here! :)
Pipedrive is expecting to receive an ID number for the owner, instead of a name.
To get the ID number, add a Pipedrive Find Usersearch step. This will allow the Zap to search for the user in Pipedrive using the name that’s output from the “round-robin” Formatter step.
Then in Owner field on the Create Deal step you’d choose the Custom value option and select ID field from the Find User step. For example:
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Were you able to get the Formatter step in your Zap to output the IDs of the users for the Pipedrive Owner field? Which Formatter function are you using?
Just wanted to jump in to summarise the answer here! :)
Pipedrive is expecting to receive an ID number for the owner, instead of a name.
To get the ID number, add a Pipedrive Find Usersearch step. This will allow the Zap to search for the user in Pipedrive using the name that’s output from the “round-robin” Formatter step.
Then in Owner field on the Create Deal step you’d choose the Custom value option and select ID field from the Find User step. For example: