Issue Linking Person to Newly Created Organization in Pipedrive via Pabbly

[turtleannie]

Hi everyone,

I am currently setting up an automation where form submissions from Webflow trigger the creation of a person, organization, and deal in Pipedrive using Pabbly. However, I have encountered an issue preventing the workflow from proceeding as expected.

The organization is successfully created in Pipedrive.
When attempting to create a person and associate it with the newly created organization, the automation fails to link the person to the organization.
Due to this, the person is not created in Pipedrive, and the process does not proceed to the deal creation step.

Expected Behavior:
A new organization should be created in Pipedrive.
A new person should be created and linked to this newly created organization.
A deal should be created and associated with the person and organization.

Troubleshooting Steps Taken:
Verified that the organization is being created successfully.
Attempted to use the organization ID from the first step in the person creation step.
Ensured that the organization ID is correctly mapped in Pabbly.

Any guidance or examples would be greatly appreciated!

Error: Invalid organization ID provided
Workflow url: https://connect.pabbly.com/workflow...PUWgBFQUBUwUCcQceVkQHBF0nURwAM1MWCToBX1N7A2I#

 

[Preeti Paryani]

Hello @turtleannie,

Upon Checking we noticed that instead of the organization ID the search term was mapped which was causing the issue, we've corrected this on your behalf. Kindly add a few tests and let us know if the action works fine for you.

 

[turtleannie]

Thank you for support @Preeti Paryani , and the suggested solution successfully resolved my initial issue. However, I have encountered a new challenge regarding organization matching in Pipedrive.

If an organization with the same name already exists in Pipedrive, the automation does not match the new person with the existing organization.
Instead, the automation only creates the person without associating them with the corresponding organization.
This leads to cases where multiple people are added without a proper organization link.

Expected Behavior:
If the organization already exists in Pipedrive, the new person should be linked to the existing organization instead of being created without an association.
If the organization does not exist, it should be created and linked to the person accordingly.

How can I ensure that the automation correctly associates a newly created person with an existing organization in Pipedrive if one already exists? Additionally, I want to prevent a similar issue from occurring with persons—ensuring that duplicate persons are not created if they already exist in the system.

 

[Preeti Paryani]

Hello @turtleannie,

To achieve this functionality, you can add a "Search Organization" step in your automation and create two routes based on the result:

1. If the organization or organization ID exists, associate the person with the existing organization.
2. If the organization does not exist, first create it and then associate it with the person.

This will ensure that new persons are correctly linked to existing organizations and prevent duplicate entries. Let us know if you need further assistance!

 

[turtleannie]

Thank you for your response @Preeti Paryani , but I am already using the “Find or Create an Organization” module in the workflow. Am I missing something here?

 

[Preeti Paryani]

Hello @turtleannie,

This action wouldn't help you in achieving the use case you would require to set a different action to search and a different one to create the organization, since the Find or Create an Organization action would result in different responses for each case.