Hi Community,
I need to create person in Pipedrive (if there is no person with exact LinkedIn URL) or update some fields of person (for example, email) if person is exist (there is exact LinkedIn URL).
I use “Find or Create Person in Pipedrive” and if there is no person, Zapier creates the record.
After that I add “Update Person in Pipedrive” and whatever I do = Person not found
Can somebody help me?
Best answer by Troy Tessalone
In the Step Pipedrive Update Person, you have to use the ID of the Pipedrive Person that was Found or Created in the previous Step.
+2After that I add “Update Person in Pipedrive” and whatever I do = Person not found
Hi there! To further help, would you be able to supply a screenshot of the error you are getting, and if possible, the zap configuration for the “Update Person in Pipedrive” step?
Cheers!
+14In the Step Pipedrive Update Person, you have to use the ID of the Pipedrive Person that was Found or Created in the previous Step.
Thank you both! Thanks to Troy’s advice - it is working now!
I have read all of this thread, but I am still unable to update a person in Pipedrive via a Zap. Here is a loom that I recorded. Your help would be greatly appreciated! https://www.loom.com/share/0ab90d8bb2c94f81bb3a3f406bbbe2d7
+14In the action step to Update the Person in Pipedrive, for the Person field you need to pipe thru the ID of the Person found in the previous step.
Hi Troy, I read that suggestion of yours from 1 month ago. I either (a) understand it, and it doesn’t solve the issue or (b) I do not properly understand what you mean. If it is (b), would it be possible for you to explain a little more what exactly you mean?
+2Hi Troy, I read that suggestion of yours from 1 month ago. I either (a) understand it, and it doesn’t solve the issue or (b) I do not properly understand what you mean. If it is (b), would it be possible for you to explain a little more what exactly you mean?
The API is expecting to see Person ID (string of numbers from the prior step) in that field, not the name of the person.
All the best,
+14Instead of piping thru the First Name and Last Name as seen in your Loom, pipe thru the Person ID from the previous step.
Article: https://zapier.com/help/create/customize/add-custom-values-to-dropdown-menu-fields-in-zaps
ahhh - gotchya! Thank you
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