Importing webform leads to Pipedrive via Zapier
Bgz
Member Posts: 1 VERIFIED MEMBER
So I have been working on this for some time now and finally have figured out that in order to import a lead via Zapier you have to create the following three steps after your form trigger:
- Create an Organization in PD via your form field for Organization, then
- Create a Person in PD via the form field and connect to the Org from the above Step, then
- Create a Lead in PD referencing your data (Person & Org) from the previous steps
When I run that last step it fails for some reason. Here's my screenshot;
Any help here?
0
Answers
-
You need to pass Org ID and Person ID, and not Org Name and Person Name.
5
This discussion has been closed.