Profile Phone Number (** singular **) in automation

ma_wove
ma_wove Member Posts: 16 VERIFIED MEMBER
10 Comments Name Dropper
edited February 20 in Workflow Automation #1

Hi, it looks like PipeDrive stores multiple profile phone numbers under the person phones fields.

Is there a way to retrieve only the first listed phone in an Automation? I'm passing this data to an external service for a more complex flow, and when I use the person phones fields, and if the profile has more than one phone number, multiple comma-separated phones are passed at once, causing an error.

I can clean the data in the receiving service, but sometimes these problems are caught when everything is live already. I'd rather send clean data out of PipeDrive.

Any pointers would be appreciated!

PD:
I think it is curious that there's the deal contact person phone property, which only takes one number from the Person profile -even if the person has more than one number. In the automation I'm creating there isn't a deal yet, so I cannot use that property. It would be great to have the same option on the profile side.

Best Answer

  • Tony Xavier
    Tony Xavier Pipedrive Team Posts: 216 PIPEDRIVE TEAM
    Third Anniversary 25 Answers 100 Comments 25 Likes
    edited February 21 #2 Answer ✓

    Hello @ma_wove,

    If you are using the Person-related field for the automation, we currently do not have the option to restrict the number of phone numbers sent out, and the best workaround at the moment would be to parse the text outside of Pipedrive to ignore values after the comma.

    However, this could be a useful feature to have within Pipedrive as well, and we will bring this post to the Ideas and Product Feedback channel for more visibility.

Answers

  • ma_wove
    ma_wove Member Posts: 16 VERIFIED MEMBER
    10 Comments Name Dropper

    Thank you for clarifying Tony. Yes, I think this would be a nice feature. It'd also offer more consistency among how the telephone property is handled on the deal side and on the profile end. Thanks a lot!