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Question

Fields from Squarespace pulling through incorrectly into Pipedrive

  • Sep 17, 2024 8:23 AM UTC
  • 8 replies
  • 110 views

I’ve got a multi stage Zap that starts with a Squarespace form and sets up a contact and then a deal in Pipedrive.  It then triggers an automated email from Gmail.  It all works perfectly except for the name created in the contact and deal.  The form in Squarespace asks for a first name and a last name and those get pulled through (even with the option in Zapier of “name” combining the two into one field).  However, rather than the name in Pipedrive being displayed as John Smith it displays as {First=John, Last=Smith}.  Which then requires manually changing in both the contact/person created and the deal.  I’ve tried lots of different things but can’t figure out what I’m doing wrong.  If anyone can shed some light I’d be grateful. 

Thanks

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8 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Zapier Orchestrator & Solution Partner
  • Sep 17, 2024 3:10 PM UTC

Hi @Simon T 

You can use Formatter > Text> Split steps to handle the data.

For us to have more info, post screenshots showing how your Zap steps are outlined and configured in EDIT mode.

 

 


  • Author
  • New
  • Sep 23, 2024 4:10 PM UTC

Hi Troy, thanks for that.  I just had a play with Formatter and I’m not quite there. I’ve attached files as I was when originally posting showing the configure elements of the create person and create deal steps. 


  • Author
  • New
  • Sep 23, 2024 4:11 PM UTC

And here is my very basic play with formatter.  As you can see on the output it is just giving me the first name. 


  • Author
  • New
  • Sep 23, 2024 4:13 PM UTC

And for clarity - this is what it creates in the person view on Pipedrive.  I need to get rid of the brackets, comma (,) and = signs. thanks for any insights you can offer! 


  • Author
  • New
  • Sep 23, 2024 4:14 PM UTC

Just in case, here is the Zap flow (I just inserted formatter - that wasn’t there previously obviously).  Thanks


JammerS
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  • Zapier Staff
  • Sep 24, 2024 12:58 AM UTC

Hi @Simon T,

 

Welcome to the Community. The issue with the name format in Pipedrive, displaying as {First=John, Last=Smith}, is due to the data being transmitted as a dictionary. Add a “Formatter by Zapier” step between the Squarespace and Pipedrive steps to fix this. Use the “Text” action event, select “Replace” in the “Transform” field, and input the current name format in the “Input” field. In the “Find” field, input “First=” and “Last=,” and leave the “Replace” field blank. Test this step to ensure it outputs “John Smith,” then map the “Name” field in Pipedrive to this output. If this doesn’t work, check how the data is sent from Squarespace to Zapier.

 

Let us know if this helps you with your Zap. Thank you.


  • Author
  • New
  • Sep 24, 2024 8:31 AM UTC

Hi JammerS thanks for your reply.  I’ve tried that but it still didn’t work.  This is the pic of the fields attached.  

How do I check how the data is sent from Squarespace to Zapier?  I suppose that is via squarespace?  Would I have to contact them? 

Thanks


Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Zapier Orchestrator & Solution Partner
  • Sep 24, 2024 3:36 PM UTC

@Simon T 

Try using multiple Formatter steps.

  • Formatter > Text > Replace
    • Replace: First=
  • Formatter > Text > Replace
    • Replace: Last=
  • Formatter > Text > Split
    • Split: ,[:space:]
    • Keep all as separate fields