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Question

Youcanbook.me appointment to edit deal in pipedrive

A

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

 

youcanbook.me appointment made

 

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

 

The first section of youcanbook.me 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 youcanbook.me 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

Troy Tessalone
Forum|alt.badge.img+14

Hi @Apollo Energy 

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

 

Action: Pipedrive - Find Deal

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
A

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

2 Attachments
Troy Tessalone
Forum|alt.badge.img+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.

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
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