How to link Person and a Deal with Zapier?

Adomas

Hi, I've tested multiple times, but I cannot link a Person and a Deal on Zapier. Person is never assigned to a Deal. What I'm doing wrong?

Usually the flow is this:

1. Create a Person
2. Create a Deal

Liz (Ops Designed)

@Adomas Your zap flow is probably something like this:

1. Trigger
2. Create Person in Pipedrive
3. Create Deal in Pipedrive

In step 3 in the "Person" field, you want to add the Person ID from Step 2. I've added a screenshot as an example. In this example, the Person was created in step 4 (that's why it starts 4. ID).

Hope that does the trick!

If you need any additional support, feel free to reach out.

- Liz

Schedule a Working Session | Pipedrive for Beginners | Pipedrive Integrations

Adomas

It worked. Thanks!!!

Liz (Ops Designed)

Add Person to Deal.png

Sorry about that. The attachment didn't seem to go through on my original post.