I made a zap on PipeDrive that will update an activity as done after the deal is marked as lost. I tested it with a new company, but once I marked the deal lost, the activity was not updated. I have turned on the zap and the Zapier account is connected to PipeDrive, what could be causing the issue? Thanks!
Are you selecting a specific activity within the Zap, or should this be dynamic where the activity will depend on which deal was marked as lost? Also, did you make sure that you fill out the fields for the Update Activity step? These:
Just checking in to see if you are squared away with your Zap! Let us know and if you have any additional questions, we’re here to help!
I wanted to check in with you on this one, since we didn't hear back after our last message. Did you still need help here or were you able to resolve things? Please let us know :)