Link a person to a deal automatically


I've created workflows which create an Organisation when a Contact is created (this is coming from Mailshake via Zapier).
I also have a workflow that creates a Deal when an Organisation is created.
So the flow is currently - contact is created > organisation is created > deal is created.
This all works fine, but for some reason the Contact and Deal are not linked.
Does anyone know a way of automatically linking the Contact and Deal - I'm looking to run campaigns at scale so don't want to have to manually click 'link contact' from the Deal.
Any help would be greatly appreciated.
Thanks
Comments
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You have to update your automation to first create, then LOOK UP [in the last step] when making the deal
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Boris Tsibelman said:
You have to update your automation to first create, then LOOK UP [in the last step] when making the deal
Hi Boris,
Thanks for your reply. I've since reverted to linking the deal to the contact (instead of the organisation).
I was told by PD support that it wasn't possible to link all 3 (contact + org + deal). If you have a solution to do this could you be so kind as to share the workflow?
Thanks
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Zapier is developing this Zap, apparently. I've also asked the tech team. I guess people are quickly be needing this shortcut to automate prospection (like me)
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Wrote a blog post explaining this in detail: https://www.amitsarda.xyz/post/link-deal-with-person-and-organization-in-pipedrive
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