How to add products to a Pipedrive deal from Jotform submissions using Zapier

Hi ​@Bizzer 

For us to have more info, post screenshots showing how the data is returned from Jotform in the Zap trigger step.

Hi Troy

Thanks for getting in touch, I’m not sure exactly what you want, so I will post the Zap workflow and the most of the data from the Jotform submission, its quite a bit so I’ve just included the Answers Product Selection. Let me know if you need more comprehensive info let me know. Cheers Bizzer

Hi ​@Bizzer 

With the format of the data returned from Jotform try one of these options to parse the data:

• AI by Zapier
  • Help: https://zapier.com/apps/ai/integrations#triggers-and-actions
• Code
  • Generate custom code with the help of AI
  • Help: https://help.zapier.com/hc/en-us/articles/15666688064013-Generate-a-Code-step-using-AI-Beta

Hi, I’ve add some success adding products. I didn’t realise I needed to find the product in pipedrive to retrieve a product ID and then I can add the products to the deal. I’m now struggling to add multiple products and I’m exploring the loop functionality. I wonder though if this is the best way to do it, using regex to extract the products. 

It would be great to get some advice on the most efficient way to do this. In the screen shot (Zapier_suppor you can see the product selection input under Data In, this how Jotform supplies the data:

Barenello (Amount: 18.00 GBP, Quantity: 1),Delivery (Amount: 10.00 GBP, Quantity: 1),GBP,28.00,Array

I then run a regex to extract the data:
(^(.*?) \(Amount: (.*?) GBP, Quantity: (.*?)\)$)

Which looks to output an array :

 

Then in step 5. Find Products  you can see it is looking up  2 products:

 

and then something goes wrong here the output , it only find 1 product. See here in Step 6, Add Product to deal, it only has found 1 product, but it has found 2 lots of prices and quantity. But when this gets added to pipe drive  it only has 1 product and its price is the combo of the price and quantity so 18001800, its basically the 2 prices stuck together.

In summary is this the best method to get to my goal, ie. pattern extracting the data into an array. I’m about to play around with loops to fix this issue. Thanks in advance 

Hi Troy, thanks for the reply, I went down a  rabbit hole with Line Itemiser , don’t ask.
Given the format of the data looks good i.e like an array I’ll try add the loop .Thanks again 

Wow! Thank you for confirming that Troy’s resolution got the Zap running. This will significantly help our Community members to have as a reference for the same issue.

Not so fast, I’ve raised this with Zapier support. I’ve managed to create a loop which finds Product Ids in Pipedrive. Within the loop I also try to Add Products to the deal, as I guess I’m trying to do a nested loop which isn’t supported and it looks like you can’t add any actions after a loop.

In short for multiple line items I’m trying to find Products Ids in Pipedrive and then using the Product Id to add the products to the deal. Any help appreciated.

As an alternative, I’m trying in my Joform submission to see if I can add the product Id somewhere, or perhaps pull it from somewhere and have in the submission. 

 

Hi All

I see my error I think in the screenshot above I’ve not used the values from the loop, and in these fields it should be a single product id, price, and quantity. There’s so many values to pick from but in hindsight I understand the logic. Thanks for everyones help

Hi ​@Bizzer,

I hope everything is well. You're on the right track with using individual values from each loop iteration for product ID, price, and quantity. Since each iteration processes a single product, make sure to select the corresponding values. If unsure, check value names for clues (e.g., 'Product ID' for the product field). If you need more help, feel free to ask.