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Pipedrive: person custom field trigger

jarnow

Member
How can I achieve this (earlier done in Zapier):

All persons in Pipedrive include a newsletter group custom field with several options.
I want to send the person's details to Mailerlite and assign a newsletter group for them. I can't seem to find custom fields in Pabbly.

Eg:
John Doe
Newsletter Group = Group 1

Task: send to Mailerlite and assign to group 1.
 

Supreme

Well-known member
Staff member
Hey @jarnow

For your concern, you can use Pipedrive's "New Person" Trigger event, and with its trigger response, you can map the further steps of Mailer lite to add the subscriber.


2021-09-28_18h34_51.png


You can refer to our tutorial video for a better understanding -

(Please watch the first part of the video)


(Watch the second part of the video to add the subscriber to Mailerlite)


For more videos please check out our youtube channel -

https://www.youtube.com/channel/UCVA5GKy8qpDxQR5xSt_zcJg/featured
 

jarnow

Member
Ok thanks, will check. So this won't add all new added persons to mailerlite, just those who have a newsletter group filled?
 

jarnow

Member
Tried it but the test response didn't include the custom field data. So I assume Pabbly does not fetch custom fields from persons in Pipedrive?
 

Supreme

Well-known member
Staff member
Hey @jarnow

To get the custom fields of the person from your Pipedrive, you can use the "Find Person's" action step.

2021-09-29_12h27_07.png


Or you can use the FInd the person by Id action step.


2021-09-29_12h30_36.png
 

jarnow

Member
Okay, I got this working now. The issue was that custom fields were not plain text in Pabbly; they were hashes.

Next step. How can I prevent Pabbly from fetching a contact who doesn't have anything added to this specific custom field (newsletter group)? I don't want to add all contacts to our newsletter.
 

Supreme

Well-known member
Staff member
Hey @jarnow
How can I prevent Pabbly from fetching a contact who doesn't have anything added to this specific custom field (newsletter group)? I don't want to add all contacts to our newsletter.
For this we have added a filter condition in your workflow, please out the following screenshot -

2021-10-18_13h21_55.png
 
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