We have created a zap that converts an email submission into a Pipedrive deal, creates the contact (with details from the email) and a few other things. I am not sure how I can then get the new contact to automatically assign to the new deal?
Any help would be greatly appreciated. Thanks!
Best answer by robschmidt
Hi @GDA,
Here’s how to do that:
Trigger: Email Submission, you have this part configured, right?
Action 1: Find a person - enable Create new person if not found and map everything that is necessary
Action 2: Create a deal - in the person field, go to the custom tab, select the person ID found from the Action 2: Find Person