Web form change of ownership

Flip Nolen
Flip Nolen Community Driver Posts: 128
100 Comments Second Anniversary Combo Breaker Photogenic
edited July 27 in Sales CRM #1

I've changed the owner of a web form and upon doing so expected the note posted to the deal to be posted by the new owner, but it still posts as the old owner.

Does anyone know how to fix this?

Comments

  • Mike van der Valk
    Mike van der Valk Posts: 4,376 PIPEDRIVE PRODUCT MANAGER
    2500 Comments 25 Likes Second Anniversary First Answer
    edited February 25 #2

    Hi @Felicity Nolen 

    Always good to hear from you. I haven't seen this before.. did you potentially already talk to our support? They can perhaps check a few things and either solve it, or verify this is expected behaviour so they can pass it on for improvements to our team.

  • Flip Nolen
    Flip Nolen Community Driver Posts: 128
    100 Comments Second Anniversary Combo Breaker Photogenic
    edited March 2021 #3

    Hi @Felicity Nolen 

    Always good to hear from you. I haven't seen this before.. did you potentially already talk to our support? They can perhaps check a few things and either solve it, or verify this is expected behaviour so they can pass it on for improvements to our team.

    Hi @Mike van der Valk 

    Good to hear from you too.

    Yes, I contact supported and they advised that the notes will still be posted by the original form owner and that to fix it I would have to completely redo the form as the new owner for the notes to be posted by the new owner.

    Perhaps the team could look at this and make some improvements? I wonder how the note would post if the original owner no longer had a Pipedrive account? 

  • Nestor Bravo
    Nestor Bravo Posts: 3
    edited February 25 #4

    Hi

    I've changed the owner of a web form and a Zap Lead Ads to Pipedrive and  upon doing so expected the note posted to the deal to be posted by the new owner, but it still posts as the old owner.

    Then i created a new form and zap with the new owner for the notes to be posted by the new owner and doesent work.

    Does anyone know how to fix this?

     

    Photo 1: The owner on the web form

    image

    Photo 2: The owner that appears in pipedrive when the contact enters through the form

    image

     

  • Mike van der Valk
    Mike van der Valk Posts: 4,376 PIPEDRIVE PRODUCT MANAGER
    2500 Comments 25 Likes Second Anniversary First Answer
    edited February 2021 #5

    Hi

    I've changed the owner of a web form and a Zap Lead Ads to Pipedrive and  upon doing so expected the note posted to the deal to be posted by the new owner, but it still posts as the old owner.

    Then i created a new form and zap with the new owner for the notes to be posted by the new owner and doesent work.

    Does anyone know how to fix this?

     

    Photo 1: The owner on the web form

    image

    Photo 2: The owner that appears in pipedrive when the contact enters through the form

    image

     

    @Nestor Bravo which user API have you used to connect to Zapier? Perhaps that's what's going wrong? 

  • Nestor Bravo
    Nestor Bravo Posts: 3
    edited February 25 #6

    Hi Mike,

    when I go to make the connection in zapier, only Nestor bravo appears.

    When I'm doing the zap if it lets me select Enilde as the owner of each lead.

    But when a lead is generated, Nestor is still assigned as owner.

    He left you a screenshot of the confirmation of the profiles in pipedrive. Should I be enilde as a manager?

    image

    Thanks.

  • Mike van der Valk
    Mike van der Valk Posts: 4,376 PIPEDRIVE PRODUCT MANAGER
    2500 Comments 25 Likes Second Anniversary First Answer
    edited February 2021 #7

    Hi Mike,

    when I go to make the connection in zapier, only Nestor bravo appears.

    When I'm doing the zap if it lets me select Enilde as the owner of each lead.

    But when a lead is generated, Nestor is still assigned as owner.

    He left you a screenshot of the confirmation of the profiles in pipedrive. Should I be enilde as a manager?

    image

    Thanks.

    I'm no zapier expert but I think this is because the API of Nestor is used in Zapier... I'd recommend talking to Zapier support and/or Pipedrive support so they can best help you troubleshoot.