Question appointment to edit deal in pipedrive

  • 3 August 2021
  • 3 replies

Hi, I have recently tried to make a Zap that works as follows. appointment made


Edit existing deal in pipedrive using the data from the appointment.


The first section of is correct, its the bit where I want the new booking to trigger an edit of an existing deal. I am struggling to work out how to locate individual deals based on the name of the client from the appointment. 


When I go to test the above, it says Deal not found, despite the fact I have put test deals in place to try work this out. Any help would be appreciated!

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3 replies

Userlevel 7
Badge +14

Hi @Apollo Energy 

Can you post screenshots of how your Zap steps are configured?


Action: Pipedrive - Find Deal


@Troy Tessalone  The 2 attachments are snipps from the account. Any help is appreciated!

Userlevel 7
Badge +14

@Apollo Energy 

Try adding as Step 2 in the Zap Pipedrive Find Deal, then map the ID of the matching Deal to the Deal field in Step 3 (Pipedrive Update Deal) using the ‘Custom’ mapping option.