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Best answer

Specify Pipedrive pipeline?

  • October 8, 2021
  • 6 replies
  • 244 views

Hi all, just wanted to ask – I want to only import contacts from our Sales pipeline from Pipedrive (no others) can I specify this when creating a Zap trigger?

 

If not, is there any other way how to go around it and only run the Zap while a new contact is created in the Sales Pipeline?

 

Thank you!

Best answer by jayeshkumarbhatia

Hey @Tereza from Leadspicker , 

 

You can filter on deal pipeline

 

Select New Lead Update on Pipedrive as Trigger → Action 1 Filter (Deal Pipeline equals Sales pipeline) → Create/Update on ActiveCampaign

 

You might have to filter by Deal Pipeline id or the name. You can know this on a few testing only.

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6 replies

jayeshkumarbhatia
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Hey, You should user filters to handle business condition. You can know more about filters here

 

Hope this solves your problem!


I don't think there's an option to filter by deal pipeline – or is it? @jayeshkumarbhatia 


jayeshkumarbhatia
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Hey @Tereza from Leadspicker , Can you show me the screenshot of your Zap? Also can you show the screenshot of Deal Pipeline value on Pipedrive?


Hi @jayeshkumarbhatia , of course! What I am trying to do:
New deal in Pipedrive sales pipeline > run the zap > send the contact to Active Campaign (with specific labels the deal is containing).

 

 


Also testing this as you mentioned, but I can't choose the deal pipeline as an option. “Load more” and “custom” doesn't work.

 


jayeshkumarbhatia
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  • Zapier Solution Partner
  • Answer
  • October 8, 2021

Hey @Tereza from Leadspicker , 

 

You can filter on deal pipeline

 

Select New Lead Update on Pipedrive as Trigger → Action 1 Filter (Deal Pipeline equals Sales pipeline) → Create/Update on ActiveCampaign

 

You might have to filter by Deal Pipeline id or the name. You can know this on a few testing only.