I am writing to you after doing many unsuccessful tests.
We, as the A company, use Pipedrive and we need to send (on the basis of a Pipedrive filter) some of our contacts, organizations and deals to a B company which also uses Pipedrive,
I managed to create the workflow with Zapier between the two companies creating the items I want in the B company. To avoid creating a duplicate if the organizations are not named the same way, I created a custom field on each side and I make a check on this criterion before creating the elements.
My big problem for a few days is that I can't find the right workflow to update these elements.
Do you know how I can do that? It would be very precious to me!
Thanks a lot!
Best answer by nicksimardView original
Thanks for reaching out- sorry you are having issues with your workflow here!
Would you mind to share a screenshot of your configuration so that we may better understand how you have things set up? Thank you!
Thanks a lot for your answer!
Of course, I made several screenshots (I named it success/error) to explain my issues.
Don’t hesitate if you need more details in every steps.
Thanks a lot for your help!
When you’re using an update step in a Zap and you want to use something you found in a search step, you’ll want to make sure you use the ID of the item you found. It’s not uncommon for people to use the title/name of the deal.
This is what you’ll want to select:
Can you make sure that you’ve used the Custom option and then mapped the ID from your search step?