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  • Pipedrive - Zap to create deal and client from Email, how to also assign the new client to said deal?
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Pipedrive - Zap to create deal and client from Email, how to also assign the new client to said deal?

G

Hi everyone,

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

That’s it, it’ll assign the person to that deal.

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2 replies

robschmidt
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  • robschmidtZapier Expert
  • Zapier Expert
  • 617 replies
  • Answer
  • March 5, 2021

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

That’s it, it’ll assign the person to that deal.

Outliant.com | Zapier Expert
AndrewJDavison_Luhhu
Forum|alt.badge.img+10

@GDA 
Just checking in to see if you still need help with this? 

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