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Best answer

Seeking Assistance with PipeDrive Automation in Tag Management

  • 2 November 2023
  • 4 replies
  • 16 views
Mat LBR
Userlevel 1
Badge

Good morning everyone,

I need help with PipeDrive. I have an automation that allows me to update a tag based on what happens on my website. The only thing I would like is to be able to add a tag instead of replacing it.

For example, if a person contacts me through page X, they will be assigned a specific tag (let's say X), and then, if they contact me through page Y, I would like to add another tag (let's say Y). Currently, when using the "update deal" function in Zapier, the old tag X is replaced by tag Y. I would like tag X to remain intact and now have both X and Y appear.

Thank you for your help.

Have a nice day.

 
icon

Best answer by Troy Tessalone 2 November 2023, 18:26

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

4 replies

communitymember
Userlevel 3
Badge +2

@Mat LBR can you share a small loom video of it

Mehandi
Troy Tessalone
Userlevel 7
Badge +14

Hi @Mat LBR 

Good question.

You will first need to add a Zap step that finds the Person record.

Then a Zap step to update the Person record, and include the existing Tags from the previous step.

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
Mat LBR
Userlevel 1
Badge

Thanks you are the best !

 
ken.a
Userlevel 7
Badge +6

That’s awesome! Thank you Troy for pointing @Mat LBR in the right direction!

If you have any other questions, please don’t hesitate to reach out to the Community. We’re always happy to help! 🤗

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