Why is it that when a deal is created, the email chain is not also attached to the deal automatically?
Hi there
This is pretty easy. Just configure a JSON object mapping pipeline ids to certain values in code by zapier.
A simple depiction of lookup table in Zapier
Get free guidance: support@saaszone.co34
@Josh Seligman22 Outplay36 has native bi-directional integration with Pipedrive and built-in automation to lets you smartly map your outreach data to the correct person, and deals in Pipedrive.
It is one of the reasons why our customers find us better than reply -
We can get on a call with you right away and help you with onboarding.
Side note - we have a Zapier integration128 as well.
Use Filters or Paths in Zapier to test the condition.
Add a 'Create or Find Organization' step.
Repeat this for Person.
Pass Org ID to Person, Person ID to Deal.
