Zapier + Pipedrive (Search + Update workflow)

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Pavel_63771
Pavel_63771 Member Posts: 2
edited May 2022 in Apps and Integrations #1

Hello!

Is there anybody who managed to successfully run this flow. 

1. There is a person in Pipedrive that I want to update the info about
2. They perform a trigger, that means they have more information my Sales team would be interested in
3. After this trigger I run Search step (Find Person) which is successfull
4. Then I add an Update step (Update person) to put down new information to the empty Person's fields
- I chose Pipedrive email (from step 2) in the "Person" field. I wanted this Person to add new data to.

There comes the issue. Test resulted into the following error (see screenshot)
 

Would be glad if anyone knows the solution or any hint

image
61bc869b29e6b058f3344d13_6311.png

Comments

  • Paul McClenaghan
    Paul McClenaghan Member Posts: 17
    First Anniversary Name Dropper Combo Breaker First Comment
    edited February 2022 #2
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    Hi Pavel, 

    I would suggest grabbing the person ID from your search step and passing that to the update step instead of the email. I find that in general, using IDs for deals and people is more reliable than other methods. 

    Hope that helps.

    Paul

  • Pavel_63771
    Pavel_63771 Member Posts: 2
    edited December 2021 #3
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    Paul McClenaghan said:

    Hi Pavel, 

    I would suggest grabbing the person ID from your search step and passing that to the update step instead of the email. I find that in general, using IDs for deals and people is more reliable than other methods. 

    Hope that helps.

    Paul

    Thanks, Paul!

    It worked

    Pavel

  • Paul McClenaghan
    Paul McClenaghan Member Posts: 17
    First Anniversary Name Dropper Combo Breaker First Comment
    edited December 2021 #4
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    Paul McClenaghan said:

    Hi Pavel, 

    I would suggest grabbing the person ID from your search step and passing that to the update step instead of the email. I find that in general, using IDs for deals and people is more reliable than other methods. 

    Hope that helps.

    Paul

    No problem, that's great.

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