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Issue: Submission Creates a New Pipedrive Deal Without Attaching the Newly Created Person

  • October 29, 2024
  • 6 replies
  • 21 views

Hello and thanks in advance! 

I’m building a zap, where a webflow submission creates a pipedrive deal and in that deal it should attach a person via search for that person, if not existent it creates new person (it’ll always create a new person) and attaches to deal.

Problem: Pipedrive deal gets created, new person gets created, but it doesn’t attach it to the deal and idk why.

 

This the Find Person Step
This is the create Deal step

This post has been edited by a moderator to remove personal information. Please remember that this is a public forum and to remove any sensitive information prior to posting.


I tried to delay the steps, but it didn’t work. What am I doing wrong?

Best answer by Troy Tessalone

@hnt_media

You do not need to add another Zap step.

You need to map the ID variable of the Person from Zap step 2. (You currently have the “Name” variable mapped from Zap step 2.)

 

Click the Person field label to see a tooltip with more info.

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This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

6 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Zapier Orchestrator & Solution Partner
  • October 29, 2024

Hi @hnt_media 

For the Deal, the Person field expects the Person ID variable, rather than the Person Name.

This post has been edited by a moderator to remove personal information. Please remember that this is a public forum and to remove any sensitive information prior to posting.


  • Author
  • New
  • October 29, 2024

Hey @Troy Tessalone ,

 

If I add the search step, the name pops out automatically. Can I just replace it with ID? And Then on the second step Find Person , do I need to search by ID? Because these are all new persons that dont exist in Pipedrive yet, so there is no ID yet.


Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Zapier Orchestrator & Solution Partner
  • Answer
  • October 29, 2024

@hnt_media

You do not need to add another Zap step.

You need to map the ID variable of the Person from Zap step 2. (You currently have the “Name” variable mapped from Zap step 2.)

 

Click the Person field label to see a tooltip with more info.

This post has been edited by a moderator to remove personal information. Please remember that this is a public forum and to remove any sensitive information prior to posting.


Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Zapier Orchestrator & Solution Partner
  • October 29, 2024

@hnt_media 

Help link about mapping dynamic variables to dropdown fields and the expected values: https://help.zapier.com/hc/en-us/articles/8496241696141-Add-custom-values-to-dropdown-menu-fields-in-Zaps


  • Author
  • New
  • October 29, 2024

It works!

You’re my hero! Sat here for hours and didn’t know what was wrong! 

Thank you so much!!!


SamB
Community Manager
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  • Community Manager
  • October 30, 2024

Yay! So pleased to see the wonderful @Troy Tessalone was able to help you get this solved @hnt_media! 😁 🎉 

Please do reach back out to the Community again if you need any further help in future. In the meantime, happy Zapping! ⚡