Question

Using Pipedrive filter to send specific deal info to sheet when deal Owner = Sheet name

  • 23 February 2022
  • 1 reply
  • 8 views

my use case.  I want to send Pipedrive deal details using the filter to a sheet based on the owner’s name.  For example: Deal Owner = Jane Smith.  Write a row of deal name and value to sheet called “Jane Smith”.  If Deal Owner = John Smith, write the deal name and value to sheet called “John Smith”. 

Please advise.


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1 reply

Userlevel 5
Badge +6

Hi @beachdaisy 

Thanks for the question. 

You should be able to accomplish that by using Paths by Zapier and route them to the correct sheet. Another option would be a Formatter by Zapier /Utilities/Lookup where you’ll store the sheet ID’s. 

I hope this helps! 

 

Nathan