Organisation & Person Owner Sync
Hi, I'm using a Zapier to keep our organisation and person owners in sync. A workflow from Pipedrive triggers an email to be sent to the Zapier Email Parser which in turn finds the person associated to that organisation and updates the owner. The issue I have is when the organisation has more than one person associated to it, one updates but not the other.
Does anyone know a way to update all of the persons associated with the organisation?
André Vidal Moderator Posts: 15edited September 2021 #2
I don't see a way of doing that because an Organization can have several people associated. So, Zapier will not understand which one it has to update, I believe.
But I would be curious to know exactly what your workflow is. Do you think there is a possibility to do it inside Pipedrive?
Either way, I think the best would be for you to reach out to Pipedrive Support. Our team will be able to help you if there is a way to do it inside Pipedrive. It will be helpful for them if you can explain exactly what your workflow is from the beginning. Hopefully they will have a good suggestion for your case (this in case you haven't contacted them yet)0