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Question

Trouble syncing stage changes between Pipedrive and ActiveCampaign deals.

  • 30 April 2023
  • 2 replies
  • 16 views
Daniella

Hello, I am a newbie Already automated  ' When a website form is filled a deal is created in pipe drive and a contact is created in active campaign.

I want to create zap : when Pipedrive stage is changed active campaign deal stage is also changed simultaneously. 

I have setup a zap using pipedrive deal stage change as a trigger and then" Find contact" as action in active campaign and update deal (AC). 

  But its not serving the purpose as pipeline stage is not changung. Can someone please guide me through what is wring i am doing. Thanks in advance. 

2 replies

chanelle
Userlevel 7
Badge +8

@Daniella I’d love to help guide you through this! Can you please provide a screenshot of your Zap setup, similar to this, so I can take a closer look and get you on your way to setting up a successful Zap? 

Troy Tessalone
Userlevel 7
Badge +14

Hi @Daniella 

Good question.

You likely need to use the concept of a Lookup Table to translate the data point value from Pipedrive to the expected value for AC.

https://help.zapier.com/hc/en-us/articles/8496305146765

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor

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