Pipedrive Custom Field

[Foundstone]

My Pipedrive have many custom fields. When I setting up the workflow, it doesn't show up the custom field.

May I know how to solved this problem?

Thank you.

 

[ArshilAhmad]

Hi @Foundstone,

Please grant me access to your workflow by adding me as a team member. This will allow me to gain a better understanding of your issue.
Once you have added me as a Team Member, do let us know the name of your workflow.
Email: [email protected]
Also, remember to revoke access once your query has been resolved.

Attaching a video for your reference:

 

[Foundstone]

Thank you for help.

I seem to know where I can copy label field(Custom Field ID) form Pipedrive.

However, If I want to check with organization weather it's duplicated, is that I need to choose "Find or Create a Organization"?

Regards,

Chris

 

[Supreme]

However, If I want to check with organization weather it's duplicated, is that I need to choose "Find or Create a Organization"?

Yes, you may try using the "Find or Create an Organization" action step in the workflow.

Also, do you want the custom fields in the "Create Deal" action step? If yes then you can pass the has key in the Key and pass the data in the Value field of the action step.

 

[Foundstone]

Thank you for your help. The Custom field have been solved!