Assigning Contact to Deal
Hello -
We're currently using Calendly to create Deals within Pipedrive. We are also creating new Contact records when someone schedules a call. We're running into a couple issues and I have a few questions I'm hoping to get help with:
1. How do I assign the Contact to the Deal Created? Is that possible? Currently I'm doing so manually.
2. Every time someone re-schedules, this creates an entirely new deal. Any way to check for duplicates and remove them? Or update an existing Deal?
Thanks for any help!
Comments
-
Hey @Zach - You should first find (and create if not found) a contact in your flow. Then use the person ID from this step and assign the deal to this Person ID. I have described it in this section on my blog post: https://www.amitsarda.biz/post/pipedrive-automate-leads-assignment
0 -
Wrote a blog post explaining this in detail: https://www.amitsarda.xyz/post/link-deal-with-person-and-organization-in-pipedrive
0
