Custom Fields (Org & Person) In Zapier
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?
Answers
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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.
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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.
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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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