HI! I have an Automation question : I have 2 Zaps running from Facebook to Pipedrive. - first one
Gregory_6213
Posts: 1
HI!
I have an Automation question :
I have 2 Zaps running from Facebook to Pipedrive.
- first one creates deals in Pipedrive from Facebook Lead Ads
- second one creates a Person in Pipedrive from the same Facebook Lead Ad
The problem:
the Person is not linked to the Deal in Pipedrive.
Do you know how to link a Person to a deal in Pipedrive automatically?
Thank you upfront!
(or I just did the whole thing wrong from the beginning?
)
I have an Automation question :
I have 2 Zaps running from Facebook to Pipedrive.
- first one creates deals in Pipedrive from Facebook Lead Ads
- second one creates a Person in Pipedrive from the same Facebook Lead Ad
The problem:
the Person is not linked to the Deal in Pipedrive.
Do you know how to link a Person to a deal in Pipedrive automatically?
Thank you upfront!
(or I just did the whole thing wrong from the beginning?
)
Tagged:
0
Answers
-
First create a person.
Then link the deal using the person ID generated from the previous step.
You will find the snapshot in the Zapier step of this post: https://www.amitsarda.biz/post/pipedrive-automate-leads-assignment
https://www.amitsarda.biz/post/pipedrive-automate-leads-assignment0 -
Hi @Gregory , you need to build one multi-step zap that first creates a person, then creates a deal and place the id returned from that step in the person field of the deal creation step. That will associate the person with the deal
https://community.pipedrive.com/user/gregory0
