Passing Info from deals to person

Support_1862
Support_1862 Member Posts: 15 PIPEDRIVE TEAM
First Comment
edited July 2022 in Workflow Automation #1

Requesting a feature to pass information from deals to the linked Person.
Scenario: We use Zapier to create deals from Calendly & FB Ads.
Once a new deal is created, PD automation kicks in and assigns the related Person and Organization.
I would like to pass the info such as email & ph numbers to be passed from deals to the Person & Organizations attached to it.

Currently this flow is not possible for 'person' with automation.

Comments

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,483 CONSULTANT
    First Answer 5 Insightfuls 5 Up Votes First Anniversary
    edited February 2022 #2

    It depends on how you've set this up in Zapier.

    You can always create an organization first, then a person, and then a deal in the Zapier automation.

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,091 PIPEDRIVE TEAM
    First Anniversary 5 Insightfuls 5 Likes 5 LOLs
    edited April 2020 #3

    It depends on how you've set this up in Zapier.

    You can always create an organization first, then a person, and then a deal in the Zapier automation.

    Hi @Support I'd like to second Amit his answer. If you create the organization first, then the person linking it to the org, and then the deal linking it to the person and org it will work well in Zapier.

    Nonetheless, I'll pass on your feedback regarding our own automation feature ;) thanks for sharing!