Send the Zapier deals to a specific pipeline

Gozde
Gozde Member Posts: 1
edited July 2022 in Apps and Integrations #1

Dear Support,

Is there anyway to send a new deal from website to a specific pipeline?

Currently it is going to a default pipeline and below is my Zapier setting

  1. Trigger - New Form Entry in WPForms
  2. Action - Deal in Pipedrive

I am not able to find any settings on the Zapier end.

Thanks

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Comments

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,531
    First Anniversary First Answer 5 Up Votes 5 Likes
    edited January 2022 #2

    Look for Stage.

  • Kreete K
    Kreete K Pipedrive Team Posts: 355 PIPEDRIVE TEAM
    5 Likes First Anniversary First Answer Name Dropper
    edited January 2022 #3

    Hi! 

    There should be a "Stage" option in this action, where you can specify your Pipeline and stage. You can there select the needed one and have this Zap always send Deals there.

  • Boris Tsibelman
    Boris Tsibelman Member Posts: 845
    5 Likes First Anniversary First Answer Combo Breaker
    edited January 2022 #4

    Yes, there is an option for the "Stage" when creating a new deal in Pipedrive

  • Chris Wray
    Chris Wray Member Posts: 6
    First Anniversary First Comment
    edited January 2022 #5

    As others have said, you need to tell Zapier which Pipeline this is going to. I used a dropdown on the form (using Gravity Forms) for a client. see here: https://duralock.com/contact-us/

    Dependent on the dropdown, Zapier sends the details to the correct pipeline. 

    kind regards, Chris

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