Duplicate Entries with Zapier
Hello, I'm running a Zap that creates a new person and deal when we receive a call through CallRail.
I use Find Person; if not found, create a person. I then filter the next step by looking at the status of the find person (FALSE). It then proceeds to create a deal with the ID from Find Person.
It works great, but occasionally I'll get a duplicate person created. If the Create Deal executes too fast, maybe it can't find the person by ID, so Pipedrive creates a new Person to link to the Deal?
It's not a person created from my Zap, the second person is created 1 minute after the original entry, and the format is wrong.
Both Persons say created by Zapier in Pipedrive, though.
So I'm thinking if I add a delay between Find Person and Create deal, would that help?
Thank you in advance for your help.
Answers
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Hi @blbarber it is more likely zapier doesnt find the already existing person. I'd rather explicitly search for person in zapier, ensuring the match criteria is more accurate (i.e. by phone and not exact match, since phone nrs come thru in diff formats sometimes).
On those two people in pipedrive, how far apart are the created at timestamps?
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