How can I Use Zapier to Get Calendly Checkbox Answers into a PipeDrive Custom Field
I have a Calendly question that asks the prospect which of our products they'd previously purchased:
I then want to create a Zap that puts this into a custom field in PipeDrive that uses the Multiple Options field type.
How can I do this with Zapier? When Zapier pulls in the list of products, they look like they’re just space delimited. For example, "Books Courses Events." I must have to do something to format this data for PipeDrive to ingest it. I'm just not sure what it needs. I tried making a comma delimited list, but that didn't work.
Answers
-
Look for 'values' in the field. If you would like help with this, please don't hesitate to reach out.
Best,
Newsletter: FREE Pipedrive Tips
Resources: Pipedrive Training Videos | 50+ Pipedrive Add-ons | Pipedrive Consulting | Pipedrive Automation Examples
Contact: Book a Call | WhatsApp | Email | Website
1 -
@Amit Sarda (AmitSarda.xyz), thanks. I was able to get it sorted out.
1