Is it possibile to create a "person" + "organization", link them togheter, from an elementor form? i

Enrico Cattabriga

Is it possibile to create a "person" + "organization", link them togheter, from an elementor form? i'm trying to do it, starting from a zapier's webhook, but the result is the creation of a "person" + "organization" NOT linked togheter. I really don't know if i'm missing something or the are some limititation from pipedrive or zapier.

Joshua Hindman

Hey @Enrico Cattabriga!

In Zapier, you must create the org first, then create the person record and bring the Org ID into the person record in order to connect them. Finally, the deal would be last and you would bring both Org ID and Person ID into it.

https://community.pipedrive.com/user/enrico_cattabriga

Andrus Purde

Hi Enrico, did you find a solution for this?

If not then this should be very easy to set up, using our Pipedrive-Elementor integration (Outfunnel only connects sales and marketing tools, so we can take a lot of the hassle out of the setup that generic data integration tools like Zapier simply can't)

https://outfunnel.com/pipedrive-elementor-forms-integration/