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(Pipedrive) Find contact by telephone number

  • 25 August 2023
  • 2 replies
  • 29 views

Userlevel 1

Hi, 

I’m using Email Parser by Zapier to extract telephone numbers from emails. This works just great. 

Then I use Zapier to “Find Person” in my Pipedrive.
If person is found, others actions are activated. This works.
If person is not found, a new Contact is created. This works. 

The problem is that the telephone numbers in the emails have different formats. 
Es. the same telephone number can be shown as:
39123456789
+39 123456789
123456789
123 456 789
(and probably other formats too). 

I have used the option “Search for Exact Match = NO”, but it still doesn’t work. 

I have noted that the search function inside Pipedrive is able to recognize the same telephone number written in different format. 

What should I do? 

Best regards,
Diego
 

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Best answer by GetUWired 25 August 2023, 19:14

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2 replies

Userlevel 7
Badge +12

Hi @Diego_C,

You could potentially use a Formatter step before your search action to standardize how the phone number will look.  Then just choose the format that you need to search with.

Hope this helps!

Userlevel 1

Hi @Diego_C,

You could potentially use a Formatter step before your search action to standardize how the phone number will look.  Then just choose the format that you need to search with.

Hope this helps!

Thankyou very much for such a quick reply, GetUWired.
It will be perfect!

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