Skip to main content

Airtable
Airtable
0 followers
0 questions
3 posts

Sign up for free today or log in now to follow this topic, join the discussion, and always stay updated.

๐ŸŽฅ How to customize your notifications, follow topics, and join channels in the Community.

Help Updating Deals in Airtable via Zapier

Hello,

Has anyone been able to mass update deals automatically via Zapier into Airtable (or other software?)

I've got a zap set up to bring new deals into my Airtable pipeline.

However, when I update existing deals in PD it doesn't automatically update in AT.ย 

I've set up an "Update Deals" zap but it seems I need to create a separate zap for each deal, which seems unwieldy.

Any help much appreciated.

Ed

Airtable

Any Airtable users in here? Thinking about using Airtable as a central "lite" contact manager that handles cross-platform attribution, tags, etc.

It gets freaking expensive to manage all contacts (including dormant contacts) in an ESP, plus I can't find an ESP that manages contacts that don't have email addresses. #internetfail

I would use PipeDrive as that contact manager, but PipeDrive doesn't integrate with my whole stack, such as data cleansers and what not.

Automatically create deals/leads from Facebook ads

Ok... Trying to run FB Lead Ads that add the respondents to Pipedrive, then create a Deal for them so we can follow up to schedule (and show up for) a consult.

For you automation gangsters... would this be a multi-step Zap?
Lead Ad to "Find or Create Person" in PD
Create Deal in PD

Does this seem logical and will it limit dupes? (Any reason to also add to a Google Sheet or Airtable?)
Is there a slicker way?