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How do I connect Persons and Deals in Pipedrive from a trigger

  • 1 March 2023
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Hi all!

I’ve got what is seemingly a super simple Zap set up but it just won’t connect the right information and I can’t seem to make it add up. Your help would be greatly appeciated.

I have a contacts name, email, and company name coming in to a survey tool called ScoreApp. I’m using their submission as a trigger in zapier to create a Deal in my CRM software; Pipedrive.

The ‘Deal’ gets created. The ‘Person’ gets created. But no matter what I try to change, the ‘Person’ will not automatically sync/connect with the ‘Deal’ in Pipedrive.

I’ve tried using the Person section in the Deal to call from both the first name and the email but neither is making the connection.

What am I doing wrong?

 

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Best answer by Troy Tessalone 1 March 2023, 16:48

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Userlevel 7
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Hi @KrysFF 

Good question.

You need to map the Person ID from the previous step, as indicated by the 123 icon next to the Person field label.

 

Userlevel 1

Perfect! That appears to have sorted it! Thank you :)

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