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  • New submission to a specific pipeline on pipedrive (WPFORMS + Zapier + Pipedrive)
Question

New submission to a specific pipeline on pipedrive (WPFORMS + Zapier + Pipedrive)

D

Hi 
I need  to send a website inquiry submitted using WPFORM to a specific pipeline on pipedrive CRM.

Currently i am able to send the submissions to pipedrive and it appears under the default pipeline but i need to send this to a specific pipeline in pipedrive.

I dont find any settings on my WPFORMS + Zapier + Pipedrive  ZAPS.

Below is my ZAP setting
Trigger - New Form Entry in WPForms

Action - Deal in Pipedrive

 

Is this possible?

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3 replies

mzsadiek
Forum|alt.badge.img+5
  • mzsadiekZapier Expert
  • Zapier Expert
  • 89 replies
  • January 3, 2022

Hi @DFF ! You can first search for a Deal, and afterwards update that deal. Have you tried that?

Fun Fact: Both my name (Zubair) and ⁦‪Zapier‬⁩ are written in the same way in Arabic: زبير
Nate
Forum|alt.badge.img+6
  • NateZapier Expert
  • Zapier Expert
  • 131 replies
  • January 3, 2022

@DFF you should be able to select the specific pipeline stage in your “Create a Deal” action step.


Do you not see that? If not, would you be able to include a screenshot of the action step so we can figure out the problem?

Nathan Weill - Flow Digital
jesse
Forum|alt.badge.img+9
  • jesseArchitect
  • Architect
  • 1348 replies
  • April 1, 2022

@DFF just checking in to see how things are going here! Were you able to try the suggestions from @mzsadiek and @Nate? Let us know - we want to make sure you’re good to go here!

Nate
1 person likes this
  • Nate
    Nate
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