I would like to link my OpenPhone calls to the contacts I have in Pipedrive but when I get to the Find Persons step in my zap, it inevitably fails. I have set up the steps to search for the contact by phone number.
I have tried this with a contacts that is identical on both platforms but it doesn’t work. Can someone help?
Maybe it has to do with how the phone number is formatted? Not sure...see below.
Hi
Help us have more info by posting these screenshots:
Sure, see below and let me know if you need anything else
The issues might lie in the structure of the phone number, i.e in PipeDrive your phone number is saved as +1 2345678900 where as when you are putting it in search it is (234) 567 8900 so that is why it is not able to find it.
You can add a formatter step before the Find Person step and format the phone number properly in the right format before using it in PipeDrive Person Lookup
Check to make sure your Find Person config looks like the screenshot below.
If you want to search by Phone, then related field should change the field label to Phone.
Try removing your mapped variable in the “Name” field and refreshing the Zap step or refreshing the Zap.
I did that and I also updated all my contacts in Pipedrive so the format is the same across both platforms. It worked for one contact and then not another. Very frustrating
I’d suggest adding a Formatter → Numbers → Format Phone Number step after your Trigger, to coerce the number from OpenPhone into whatever format Pipedrive recognises. Will probably require a bit of trial and error; retrieving a random contact from Pipedrive and looking at the formatting of the phone number in the response could help speed things up.
Edit: My bad, I just realised that
You explained it alot better than me. Thanks!
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.