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Zapier create a Lead in Pipedrive for new automated lead

  • Mar 1, 2024 2:09 PM UTC
  • 4 replies
  • 121 views

I have linked Person and organisation from jotform to pipedrive to generate a new record in pipedrive from web lead enquiries.  This part of the process works fine.  I want to create a Lead for new records automatically uploaded into Pipedrive. I added a step to the aforementioned process to “Create Lead” but I keep getting an error relating to the person field in “Create Lead”, can you advise and no new lead is created?

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4 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Zapier Orchestrator & Solution Partner
  • Mar 1, 2024 3:37 PM UTC

Hi @Wane 

In order for us to have context, we will need to see screenshots with how the steps are outlined and configured, thanks.


Nate
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  • Zapier Solution Partner
  • Mar 1, 2024 7:19 PM UTC

@Wane before creating the “Lead” record, you’ll need to find or create a “Person” record or an “Organization” record. Because Pipedrive requires that the lead record is associated with a Person or Organization.  


  • Author
  • New
  • Mar 4, 2024 8:35 AM UTC

Thank you Nate, Early in the Zap an Organisation and person have been created, the next step is to create a lead in the same zap, and this part is the part that is not triggering?


Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Zapier Orchestrator & Solution Partner
  • Mar 4, 2024 3:32 PM UTC

@Wane 

In order for us to have context, we will need to see screenshots with how the steps are outlined and configured, thanks.