Seeking Advice: Using Zapier to create contacts and deals in Pipedrive
Mark Flynn_25835
Member Posts: 2 VERIFIED MEMBER
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
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You need to pass the person ID, from Create Person step, to the Create Deal step.
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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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