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Zapier Issues

Hi everyone, I've noticed recently that Pipedrive data in Zapier is no longer in text form rather it's outputted as numbers. Does anyone know why this is? How to fix it? Its mainly for dropdown, multichoice and single option fields. 

Hey Sean

We send marketing source data (like the fact they came form Paid Search, Organic Search, etc) into our Pipedrive account using a tool call https://attributer.io/19

It's basically the same as Hubspot's Original Source fields which is what you're looking for by the sounds of things.

Not only does it capture and send through UTM parameters, but it sends through channel data for organic channels where UTM parameters aren't present (like Organic Search, Organic Social, etc).

It also captures landing page data, which we find useful for measuring how our many leads & customers are coming from our blogging efforts.

Hope this helps!

 

Integrating Outlook with Pipedrive - Help

Hi Guys, We're looking to build a Zapier integration with Pipedrive for all email enquires that flow through.

The Process

Every time an email hits our admin email account - we want to create a deal on our admin Pipeline, so the entire team can see enquiry - who its from and the basic details as well.

The issue is, we may have existing customers or new people making enquires, so it would be great to know if you can add a find function that will link the enquiry to an existing customer if necessary? if the enquiry comes from a new person, we would want to create that person in Pipedrive as well.

Has anyone done this before?

Zappier not linking person to deal

 

Hello pipedrive Community. I made a zap that creates a org and person out of an typeform and then puts all of that in a deal. it works fine except the fact that the person does not automatically link to the deal but is apart of the orginazation, any clues on how I can automatically add the person to the deal?