[Pabbly + Pipedrive] The automation partially fails and the other steps are not executed.

[SupportHubstrat]

Hi I have the same problem with Organization.

The actual workflow is:

1. Google Sheets : New or Updated Spreadsheet
2. Pipedrive: Find Person
3. Pipdedrive: Find or Create a Organization
4. Router Pabbly
   1. Person Exist
   2. Person doesn't exist
      1. Filter Pabbly
      2. Pipedrive: Create a Person
      3. Pipedrive: Search Organization
      4. Pipedrive: Find Deal
      5. Pipedrive: Get all stages
      6. Pipedrive: Create Deal

By setting the workflow as specified above, the Organization is not linked to the Deal


Do you think is better to set the workflow in this way:

1. Google Sheets : New or Updated Spreadsheet
2. Pipedrive: Find Person
3. Pipdedrive: Find Organization
4. Router Pabbly
   1. Person Exist
   2. Person doesn't exist
      1. Filter Pabbly
      2. Pipedrive: Create a Person
      3. Pipedrive: Create Organization
      4. Pipedrive: Find Deal
      5. Pipedrive: Get all stages
      6. Pipedrive: Create Deal

thank you in advice for the support

 

[Preeti Paryani]

Hello @SupportHubstrat

Please refer to the attached video and let us know all the possible scenarios so we can assist you regarding the workflow structure.

TEST PABBLY+PIPEDRIVE (con router) | Pabbly Connect - 7 November 2024

Use Loom to record quick videos of your screen and cam. Explain anything clearly and easily – and skip the meeting. An essential tool for hybrid workplaces.

www.loom.com

 

[SupportHubstrat]

Hi @Preeti Paryani first of all thanks for the feedback.

The process is as follows

The user leaves his data to be contacted in an ELEMENTOR form, this Elementor form is connected to a Google Sheet.

Starting from the Google sheet, our goal is that the information entered in the form is reported on Pipedrive.

Specifically, the informations we want to import into Pipedrive are:
Name
Surname
E-mail
Telephone
Company Name

The process should work like this:

On Pipedrive the person is created with the following information:
Name
Surname
E-mail
Telephone
Agency

Once the person has been created a Deal must be created and this must be associated with both the person and the company.

It may happen that the person already exists but since it is a very remote case it can be excluded from the pabbly router for the moment

 

[ArshilAhmad]

We have added a delay of 1 minute before the 'Search Organization' action step. This will give enough time for a new organization created in the 'Find or Create an Organization' step to reflect in the 'Search Organization' action step response. This should fix the issue you are encountering, where the organization is not being associated with the deal.

 

[SupportHubstrat]

If I want to add the organization even to the Person I need to move up the step 4 search organization before the step 2 create person?

 

[Preeti Paryani]

Hello @SupportHubstrat

In that case, please move both the Delay and Search Organization steps before the Create Person step.

 

[SupportHubstrat]

Hi @Preeti Paryani
I moved Delay and Search organization before Creating Person but the organization is not added to Person

 

[Preeti Paryani]

Hello @SupportHubstrat

Please do a test submission and see if it now works for you.

 

[SupportHubstrat]

Now it works thank you so much @Preeti Paryani

 

[Preeti Paryani]

Hello @SupportHubstrat

Thanks for the update!

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