Question

Update Pipedrive deals that match a filter

  • 20 August 2020
  • 2 replies
  • 98 views

Userlevel 1

Hi!
I created a zap where it receives the information from Google Forms to update the data of a lead in Pipedrive, searches for a deal and updates that deal.

The problem is that when the zap searches for the deal, it is finding deals already closed.
I tried to add a maching filter, but I couldn't.

I need the zap to look for that lead's open deals.
Can someone help me, please?


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2 replies

Userlevel 7
Badge +9

Hey there! The first thing you want to do here is search for the deal, then add a filter that only continues if the deal is open. 

So it seems you are doing things correctly. Please can you share a screenshot of what’s happening when you apply this logic?

Userlevel 7
Badge +11

Hi @Let's Dive Brazil!

Since this was a little while ago, I wanted to check in to see if you’d managed to solve this or whether you still needed help here. Please let us know!