Link Person to Deal in Pipedrive

[SupportHubstrat]

Your Task History ID

IjU3NjUwNTZkMDYzNzA0MzI1MjZjNTUzMzUxM2E1MTZhNTQzNTBmMzMi_pc

Hi, I'm here to ask for further support.

The automation of Person and Deal Creation works correctly, the only problem is that the deal is not linked to the person.


We need the field to be automatically linked to the contact person that is created in the Contacts section

Is it possibile that the problem is related to the missing Person ID in the action CREATE DEAL?

Thank you

 

[Pabblymember11]

Hey @SupportHubstrat

To add an individual to the deal, you must input the person's ID during the 'Create Deal' action step, which can be obtained from the 'Find Person' or the 'Create Person' action step.

 

[SupportHubstrat]

Ok thank you, I will do some tests