Seeking Advice: Using Zapier to create contacts and deals in Pipedrive

Mark Flynn_25835
Mark Flynn_25835 Member Posts: 2
edited May 2022 in Apps and Integrations #1

Hi All,

I need a bit of help here please. I'm trying to build a Typeform - Pipedrive integration using Zapier. When a prospect fills in the Typeform for then I want a contact and a deal (with that contact associated) to be created.

I can create a contact and I can create a deal but I can't seem to work out how to link them as part of a single Zap. It seems like a pretty common requirement but I can't find any advice on it. 

Has anyone here been successful with this type of integration?

Thanks,

Mark.

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Comments

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,451
    1000 Comments Third Anniversary 100 Likes 5 Answers
    CONSULTANT
    edited February 2022 #2

    You need to pass the person ID, from Create Person step, to the Create Deal step.

  • Mark Flynn_25835
    Mark Flynn_25835 Member Posts: 2
    edited August 2021 #3
    Amit Sarda said:

    You need to pass the person ID, from Create Person step, to the Create Deal step.

    Thanks Amit - I was passing the Person name. I thought it would be something easy!

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