Hello, I would like to automatically add deals in Pipedrive when a contact is added. It's important that a deal is only created if the imported contact has a phone number or if I assign a phone number to the contact after importing. It's also crucial that no duplicate deals are created. Contacts are imported via surf from Linked-In.
So far, I've managed this by linking the deals with the contact and setting conditions in my automation so that a deal is only created if a phone number exists and if there is no deal with the same contact name. However, the problem with this approach is that if I import multiple people from the same organization, multiple deals would be created for one organization, which is not desired.
It would be better if I created the deals not on contacts but on organizations. The problem here is that in the automation, I cannot set a condition that the deal should only be created if a phone number exists for a contact. So, I am faced with the dilemma that deals linked to organizations cannot be automatically created based on a phone number, but I avoid creating multiple deals for the same organization. Alternatively, I could have deals automatically created, but then there's no guarantee that I don't already have a deal with that organization.
I think I hit the limit of Pipedrives automatisations and need Zapier for this. Has anyone ever done this and can give me insights on how to approach this?
