Problem to create Deal in Pipedrive
Status: Closed · Asked by Chris Man on · 0 views
I have created a workflow to create new deal in Pipedrive.
My workflow is :
1. Collect data from Ninja Form
2. Update or Create New Organization (Pipedrive)
3. Create Person (Pipedrive)
4. Create Deal (Pipedrive)
All data sync successfully. However, when I create a same organization name, it would not check duplicate and create a new name once again.
It is also strange that the new deal is associated to the old one....
May I know how to solve it? Thank you.
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Hey @Foundstone
We are currently looking into it. So, kindly allow us some time.
Meanwhile, you can use the "Search Organisation" action step then on the basis of its presence your create one or simply pass the Organization ID then follow the reset of the action step same as you were using.
I will try. Thank you for your help!
Hey @Foundstone,
We are pleased to inform you that our team has effectively addressed your queries. In order to ensure seamless data integration, we kindly recommend attempting to map the data again using the "Find or Create Organisation" feature. By doing so, we are confident that you will no longer encounter any issues associating the new deal with the previous one.
Please take a moment to verify the suggested solution and inform us of any further concerns you may have.
Best Regards,
Nivesh Jain