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Updating Pipedrive deal from Typeform

G

I’ve created a typeform to collect further information from an existing pipedrive person. 

 

I ask the person to enter in the typeform the same email that is associated with them as a pipedrive person. But I want the typeform data to update their pipedrive deal.  

My problem is I can’t seem to find a Deal ID field.  In the zap, I have a step to find the PD person using the email address, and I thought that would be sufficient to find and update the deal on the next step. 

 

If anyone can advise me I’d be very grateful.  Thanks

 

Graham

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

2 replies

Nate
Userlevel 5
Badge +6

Hi @graham_cox,

Great question! 

You can add a step “Find Deal” and select “Contact Person” from the “Field to search by” 

Screenshot: https://share.getcloudapp.com/yAu14j2m

 

I hope this helps! 

Nathan Weill - Flow Digital
G

Hi Nate,

 

That’s done the trick. Thanks very much indeed Nate, I really appreciate it.

 

All the best,

 

Graham

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