Search for OPEN deals only in Zapier?

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Alexander Wahler
Alexander Wahler Member Posts: 2
edited May 2022 in Apps and Integrations #1

Hey! I am trying the "Find Deal in Pipedrive" action in Zapier.

For testing purposes I have a contact person with 2 deals:

  1. Lost 
  2. Open

When I use "Find Deal in Pipedrive" I only get 1 deal (the LOST one). 

That's pretty useless. I want to add info to the OPEN deal, but I cannot get it.

When I use the "Find or Create Persin in Pipedrive" it only shows the number of deals (open, lost etc.) but not the IDs. 

Anyone can help?

Comments

  • Michaela Staffova_21158
    Michaela Staffova_21158 Member Posts: 9
    edited February 2022 #2
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    Hey @Alexander Wahler, Michela from Integromat here :) 

    Not sure how married you are to Zapier, so just jumping in with a quick suggestion. You can achieve this quite easily with Integromat. If you check out the support documentation for the Pipedrive integration, you can see how to filter the deals to work with. 

    image
  • Alexander Wahler
    Alexander Wahler Member Posts: 2
    edited July 2021 #3
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    Michaela Staffova said:

    Hey @Alexander Wahler, Michela from Integromat here :) 

    Not sure how married you are to Zapier, so just jumping in with a quick suggestion. You can achieve this quite easily with Integromat. If you check out the support documentation for the Pipedrive integration, you can see how to filter the deals to work with. 

    image

    Thanks Michaela. 

    I am already using Integromat for a few things, sind Zapier seems to create more and more problems instead of solutions. I will check Pipedrive out in Integromat. Thanks!

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