Custom Fields (Org & Person) In Zapier

Josh Monifi
Josh Monifi Member Posts: 141 VERIFIED MEMBER
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in Apps and Integrations #1

How do I get Custom Field information for Organizations and People out of Pipedrive and into Zapier. The Pipedrive-Zapier integration does not look to these Custom Fields. So I need to use the API. But it is not clear how to do this. Does someone have experience with this that could help me out?

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Answers

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,603 VERIFIED MEMBER
    1000 Comments 250 Likes Fourth Anniversary 25 Answers
    #2

    That shouldn't happen. Custom fields are accessible in Zapier, or at least used to be.

    Try doing this with Make/Integromat or Relay.app.

  • Josh Monifi
    Josh Monifi Member Posts: 141 VERIFIED MEMBER
    250 Up Votes Fourth Anniversary 25 Likes 10 Comments
    #3

    Hi Amit, this article states that custom fields are not supported: https://help.zapier.com/hc/en-us/articles/8495922929037-How-to-Get-Started-with-Pipedrive-on-Zapier#connect-to-app-on-zapier

    Though in experience I have seen that Deal Custom Fields are, but People and Orgs are not.

    If you have a different experience, I would love to see how you set it up!

    Thanks for sharing those other apps! Unfortunately, we aren't able to quickly switch integration apps due to security rules and checks.

  • Josh Monifi
    Josh Monifi Member Posts: 141 VERIFIED MEMBER
    250 Up Votes Fourth Anniversary 25 Likes 10 Comments
    #4

    We figured out how to do this. We needed to have Pipedrive Support pull the API code for each of the field options, then use a Lookup Table in Zapier to read the table for the values. Lots of extra work, but at least it works!

    We still think this should be natively available!

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