[Pabbly + Pipedrive] No Person Added to deal

[SupportHubstrat]

Your Workflow URL

https://connect.pabbly.com/workflow/mapping/IjU3NjYwNTZmMDYzZTA0MzE1MjZhNTUzMzUxMzMi_pc

Your Task History ID

IjU3NjUwNTY0MDYzNzA0MzE1MjY4NTUzMjUxMzQ1MTZiNTQzNTBmMzIi_pc

Consent to Access & Modify

I authorize Pabbly Support to log in to my account and make changes to the specified workflow for troubleshooting.

Hi, we're having some issues with automations.

Specifically, we're having this problem.

The entire Flow is made up of 3 automations.

Automation 1 (https://connect.pabbly.com/workflow/mapping/IjU3NjUwNTY0MDYzNDA0MzE1MjZmNTUzZDUxMzci_pc)
The user fills out a form item, and the information is stored in a Google Sheet.

Automation 2 (https://connect.pabbly.com/workflow/mapping/IjU3NjYwNTZmMDYzZTA0MzE1MjZhNTUzMzUxMzMi_pc)
The user fills out a form on META and the information is sent to the Google Sheet.

Automation 3 (https://connect.pabbly.com/workflow/mapping/IjU3NjYwNTZmMDYzZTA0MzE1MjZhNTUzMzUxMzMi_pc)
Information from the Google Sheet is sent to PIPEDRIVE

The Pabbly extension for Google Sheets is set to
- Send on event
- Auto send on schedule


In practice the problem is that the contact person is not associated even if in the DEAL creation configuration it is set as seen from the screenshot

Can you check why the contact person is not associated with the deal?

 

[Preeti Paryani]

Hi @SupportHubstrat,

Upon checking the workflow, we found the issue.

In the “Person doesn’t exist” route, the Contact Person ID in the Create Deal action is currently mapped from the Find Person action. Since the person does not exist in this route, Find Person does not return a valid ID, which is why the contact is not associated with the deal.

Fix:
Please map the Contact Person ID from the Create Person action (Person ID output) within the same route. Refer to the attached image for clarity.

After updating the mapping, test the workflow and let us know the outcome.