Zapier - merging new deal and contact

Jonathan Ratcliffe
Jonathan Ratcliffe Posts: 2
edited July 2022 in Apps and Integrations #1

Can't find the answer anywhere

I use Zapier to send a deal and contact info into Pipedrive

I have two functions; 

  1. CREATE PERSON IN PIPEDRIVE
  2. CREATE DEAL IN PIPEDRIVE

However these don't merge the person to the deal - how do you achieve this please? Thanks

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Comments

  • Amit Sarda - Pipedrive Consultant - AmitSarda.xyz
    Amit Sarda - Pipedrive Consultant - AmitSarda.xyz Posts: 1,238
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    edited July 2020 #2

    Pass the person ID from the first step into the Person ID in the second step.

  • Jonathan Ratcliffe
    Jonathan Ratcliffe Posts: 2
    edited February 2022 #3

    Thanks Amit, I appreciate your comment.

     

    I simply can't find how to do it, is there a guide anywhere?

  • Joe Ryan
    Joe Ryan Posts: 8
    edited July 2022 #4

    Is there a way to use zapier to merge 2 deals?

  • Joe Ryan
    Joe Ryan Posts: 8
    edited July 2020 #5
    Jonathan Ratcliffe said:

    Thanks Amit, I appreciate your comment.

     

    I simply can't find how to do it, is there a guide anywhere?

    Jonathan, when you are in the zap, in the create deal step, find the field for the person ID, and type "Person ID". It should then populate the person ID from the 2nd step.

    So it'll say something like "2: Person ID: 12345"

  • Amit Sarda - Pipedrive Consultant - AmitSarda.xyz
    Amit Sarda - Pipedrive Consultant - AmitSarda.xyz Posts: 1,238
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    edited July 2020 #6
    Joe Ryan said:

    Is there a way to use zapier to merge 2 deals?

    What's your criteria to merge deals?

  • Joe Ryan
    Joe Ryan Posts: 8
    edited July 2020 #7
    Joe Ryan said:

    Is there a way to use zapier to merge 2 deals?

    Duplicate deals. IE, same person made 2 enquiries.

  • Amit Sarda - Pipedrive Consultant - AmitSarda.xyz
    Amit Sarda - Pipedrive Consultant - AmitSarda.xyz Posts: 1,238
    1000 Comments Third Anniversary 100 Likes 5 Answers
    edited July 2020 #8
    Joe Ryan said:

    Is there a way to use zapier to merge 2 deals?

    How do you define two persons being the same? Same email id, same name, same phone, any of these two, all 3?

     

  • Maxwell Scully
    Maxwell Scully Posts: 1
    edited July 2022 #9
    Joe Ryan said:

    Is there a way to use zapier to merge 2 deals?

    Hi, I am having the same problem. I have used the Zapier "find person" then create one if the email and phone number are not the same, however, it creates one anyway which is leaving me with loads of duplicates 

  • Amit Sarda - Pipedrive Consultant - AmitSarda.xyz
    Amit Sarda - Pipedrive Consultant - AmitSarda.xyz Posts: 1,238
    1000 Comments Third Anniversary 100 Likes 5 Answers
    edited July 2022 #10
    Joe Ryan said:

    Is there a way to use zapier to merge 2 deals?

    My advice would be to only detect duplicates using email, or format phone numbers to be in a consistent format if you plan to use them for duplicate detection.

    Make/Integromat offers a robust method to format phone numbers.

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