Zapier Integration: How do I get a new Google Form response to edit a field in Pipedrive?
I want to create a subset of our email Subscribers that would like to receive time-sensitive alerts. 1) I've set up a Zap which is triggered by a new Google Form response, 2) Does a search in Pipedrive against the email provided, 3) Uses the record from step 2 and performs the action of editing the Field in Pipedrive based on the Form response.
The problem is I get an error when testing the Action Step in Zapier: "Failed to create an updated person in Pipedrive. This feature requires a new permission. To use it, reconnect your Pipedrive account." (I have tried this and it doesn't resolve the issue. I have 2fA set up on my account, could this be causing an authentication error or is the Api just rubbish?)
I also get an error notification by email which says: "Person not found Please check developers.pipedrive.com for more information about Pipedrive API." which suggests the error is in Step 2.
Has anyone else successfully got a 3rd party app to trigger and execute an action with Pipedrive? Making it work seems more trouble than it's worth.
Thanks
Answers
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What you have outlined should work. But the problem could be in the details of the ZAP. The right action to use would be 'find or create person'. Can you share screenshots of the ZAP?
If you have any other questions or need further help, please don't hesitate to reach out.
Best,
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Hi Amit
Many thanks for your response. Here are the screen shots of the 3 stages:
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Only have 2. ID: 1 for Person in the third step.
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Hi Amit
Funnily enough the Zap is now working fine - haven't changed it from when I posted.
Bit bizarre but I'm not going to jinx it by changing it again.
Thanks for your input though,
Adam
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