How to update data on a deal without creating a new deal
Hi, I have multiple users with their own pipelines and hundreds of deals per user, in different stages. We track these deals in excel and I would like to build an automation which is triggered when I import data from excel to pipedrive. For example, I have Company A in my pipeline as a deal and its value is say 10 000 at the moment. In a months time the value has changed to 9 000 and I'd like pipedrive to automatically send an email to the client company notifying them of the change.
The problem I'm facing when testing is that my excel has a pivot table with a list of companies in column A and the current value of that company's deal in Column B. When I import the data to pipedrive, connecting company name to "organization name" and connecting current value to the "value of the deal", pipedrive creates a new deal instead of just updating an existing deal's value.
How could I tackle this problem? Do I need to change my data source somehow?
Answers
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According to Pipedrive docs, it's sounds that it will merge only contact or org data, not deals. So yes, it would create a new deal everytime.
I'm happy to reviewing the process with you on a Zoom call, if you are open to it. If yes, book a time with me here https://connex.digital/book/pipedrive
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From what I have tested in different scenarios, the only 100% reliable way how to make sure you are not creating new entities and possible duplicates is to get the Pipedrive ID fields (Org, Person, Deal based on what you import) into the dataset you are importing. If you rely on anything else (e.g. VAT ID number of a company which is also unique), it does not work in 100% cases. 🤷♂️
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