Need Assitance with Zapier + Pipedrive + Reply.io - 1. How to create deals in the correct pipeline (
Josh Seligman
Posts: 4
Need Assitance with Zapier + Pipedrive + Reply.io - 1. How to create deals in the correct pipeline (multiple pipelines used for various brands we represent)? 2. How to link those deals to the correct organization and person?
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Answers
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Use Filters or Paths in Zapier to test the condition.
Add a 'Create or Find Organization' step.
Repeat this for Person.
Pass Org ID to Person, Person ID to Deal.
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@Josh Seligman Outplay has native bi-directional integration with Pipedrive and built-in automation to lets you smartly map your outreach data to the correct person, and deals in Pipedrive.
It is one of the reasons why our customers find us better than reply -
https://marketplace.pipedrive.com/app/outplay/6d1d318eb8e17b9f
We can get on a call with you right away and help you with onboarding.
Side note - we have a Zapier integration as well.
https://community.pipedrive.com/user/josh30 -
Hi there
This is pretty easy. Just configure a JSON object mapping pipeline ids to certain values in code by zapier.
A simple depiction of lookup table in ZapierGet free guidance: [email protected]
mailto:[email protected]0
