Hello,
I have a web contact form that sends gmail. I was able to create a zap that picks up the web contact email and create a deal in Pipedrive. What I can't figure out is how to populate the notes field in the deal from the email message body. I assumed that would be pretty easy to do, but I don't see any obvious way to go about it. A little help?
Thanks
Best answer by AndrewJDavison_Luhhu
Hi
After the "Create Deal" step you can add a "Create Note" step:
When doing that, there will be a field to allow you to map in the ID of the deal you created so the note gets attached to the deal.
+10Hi
After the "Create Deal" step you can add a "Create Note" step:
When doing that, there will be a field to allow you to map in the ID of the deal you created so the note gets attached to the deal.
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