Automation: Linking of newly created Deal + Person + Organisation
Is it possible with the pipedrive automation to link together a newly created Deal + Person + Organisation?
So far I have not figured that one out. I look up the existance of the Deal + Person + Organisation via Zapier, and if they don't exist I created them, BUT I cannot link them together and Pipedrive does not seem to be so clever to do that automatically for me
Boris Tsibelman Posts: 998edited February 2022 #2
Create the deal. As part of the deal creation process, there are options to lookup / create new person & organization0
Joshua Hindman Posts: 45edited September 2021 #3
You have to do this in a specific order in Zapier. First, find or create the organization, then the person, then the deal.
In each step, you'll need to us the previous step's ID in order to connect them.
For example, Organization ID needs to be applied in the Organization field when creating the person record, and then both the Org and Person ID can be used when creating the Deal. This will connect all 3!0
Florian Bogdan Posts: 2edited September 2021 #4Boris Tsibelman said:
Create the deal. As part of the deal creation process, there are options to lookup / create new person & organization
So you think there is pipedrive automation I can create to automatically link the Deal + Person + Organisation I created (more or less at the same time) via Zapier?0