Pulling Custom person data with Zapier

Brian Flinchum
Brian Flinchum Member Posts: 3 VERIFIED MEMBER
edited July 2022 in Apps and Integrations #1

Hey appreciate some help if you can. 

I'm trying to set up a Zapier trigger when a deal stage is changed. Basic stuff but I want to pull some custom user data on Pipedrive. I'm seeing the standard Name, phone etc etc but let's say on Pipe I also have their color preference, is it possible to pull that info to a zap?

Comments

  • Boris Tsibelman
    Boris Tsibelman Member Posts: 822 VERIFIED MEMBER
    1000 Comments Third Anniversary 5 Likes First Answer
    edited February 2022 #2

    If you create a custom field in Pipedrive, you should be able to pull it through in Zapier. 

  • Brian Flinchum
    Brian Flinchum Member Posts: 3 VERIFIED MEMBER
    edited February 2021 #3
    Boris Tsibelman said:

    If you create a custom field in Pipedrive, you should be able to pull it through in Zapier. 

    But I'm not seeing much Person info. Is using "Updated deal stage in pipedrive" as a trigger in Zapier the correct one?
    I've got it set up for a few zaps but I don't need data from custom fields. For this one I do.

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,042 PIPEDRIVE TEAM
    2500 Comments Fifth Anniversary 100 Likes 5 Answers
    edited February 2021 #4
    Boris Tsibelman said:

    If you create a custom field in Pipedrive, you should be able to pull it through in Zapier. 

    Hi @Brian Flinchum did you already figure it out? What are you trying to set up exactly? Perhaps we can help :) 

  • Brian Flinchum
    Brian Flinchum Member Posts: 3 VERIFIED MEMBER
    edited February 2021 #5
    Boris Tsibelman said:

    If you create a custom field in Pipedrive, you should be able to pull it through in Zapier. 

    Thanks @Mike van der Valk  I managed to figure it out.  Appreciate it

This discussion has been closed.

Categories