Skip to main content

Get Support
Have a question? Let's get you an answer!

How Do I...? Troubleshooting Code & Webhooks Developer Zone

Other Help Resources
Wait, there's more! Check out these Community sourced spaces for additional resources.

Zapier Help Center Hire an Expert

Learning Resources
All of our best learning resources can be found here.

Featured Articles Show & Tell Zapier's products AI Hub Zapier Tools Hub

Share your knowledge
Give back to the Community by sharing your automation wins and helping to answer questions.

Share your success See unanswered questions User Groups

Other Learning Resources
Some of our favorite additional ways to upskill your Zapier knowledge.

Zapier Learn Zapier Blog Zapier Webinars

Product Updates
Check out what is new and upcoming with Zapier with our regular product updates.

Product Updates

Early Access Program
Want to join Early Access? Learn more here.

  • Home
  • Get Help
  • How Do I
  • Using Zapier to connect Reply.io and Pipedrive - Help with automatic deal creation in the CORRECT Pipeline

Hi there,

Pipedrive explanation:

My company represents many different brands, therefore we have multiple pipelines for each brand to keep things organized. 

Reply.io: 

We use this to initiate our marketing campaigns and to keep our leads engaged.

 

Zapier Request:

The trigger: After we are notified that an email sent through Reply is opened

The action: It creates a new deal in Pipedrive. 

The issue is, Reply doesn’t know what brand we are using the marketing campaign for and therefore I can’t create a Deal in the Pipeline that I would like for it to go to. 

I did create a custom field in Reply called “brand”, but I’m not sure how I can link the two. 

 

Any help is greatly appreciated. 

If Reply doesn’t know, you are going to need a way to retrieve this data. If you can have a lookup database of your campaigns, this could potentially help. For example, you could have:

 

  1. Campaign A 
  2. Database/Spreadsheet - Lookup Campaign A. Retrieve Brand C
  3. Send new deal to Pipedrive for Brand C

I’d recommend using Airtable for this, if this solution sounds like it could work for you.

@andywingrave Thanks for the advice. I’ll give it a shot, for whatever reason the “Formatted → Lookup table” method that was recommended by the CS team is not working out. How do I actually import this and use this table? What “Trigger” do I select? 

Terms & Conditions