I am starting to use autopilot as my automation platform after trying out infusionsoft and active campaign. One issue that I have run into is when there is a field other than plain text, the formatting isn’t carrying over.
For example: date of birth is a date field in Pipedrive, and in autopilot it is changed to the “day before at 7:00pm.” When I map out the “source -person” field that pipdrive connects a specific person autopilot just inserts a number, which I am guessing is the contact id. Has anyone else found a fix for this?
I can do an initial excel export from Pipedrive and import that into autopilot, but that defeats the direct integration aspect. I would have to zap whenever a person is added or updated through zapier. Thoughts?