How do I link an organization and person to a deal with Zapier? The records do not seem to be linked

Management Team_24429 Member Posts: 1 VERIFIED MEMBER

December 2020 edited July 2022 in Apps and Integrations #1

0

Comments

Stefan Blendulf Member Posts: 4 VERIFIED MEMBER

February 2021 edited February 2022 #2

I have this problem too, did you find a solution?

0
Stefan Blendulf Member Posts: 4 VERIFIED MEMBER

February 2021 edited February 2021 #3

Stefan Blendulf said:
I have this problem too, did you find a solution?
Solved it - you need to add a search field ahead of the step. Reach out to me at stefan@leyout.se if you need any help with this!

0
Amit Sarda (AmitSarda.xyz) Member Posts: 1,601 VERIFIED MEMBER

January 2022 edited February 2022 #4

Wrote a blog post explaining this in detail: https://www.amitsarda.xyz/post/link-deal-with-person-and-organization-in-pipedrive

0

This discussion has been closed.

Categories