Common Problems with Pipedrive on Zapier

Not all activities are triggering my Zap

The New Activity trigger will default to only activities created by the user whose account is connected to Zapier. If you want to trigger on multiple user's activities, you'll want to select "Everyone" from the User dropdown:

Old deals are triggering my Zap

Both the "New Deal" and "New Deal in Stage" triggers can have issues where they return deals that are old/have been in the stage for awhile but were recently updated. This is because when the Zap is turned on, we only get the 100 most recently updated deals. If a deal is updated that is not one of the "original 100", the Zap think it's new and trigger.

To get around this, you can build a filter in Pipedrive that takes into account the date the deal was created. Then, pick that filter on this screen:

You can read how to create filter views in Pipedrive here: http://support.pipedrive.com/hc/en-us/articles/207497075-Filtering#C2.

My note is not formatted correctly

The Note Content field accepts HTML for formatting, so if you want line breaks, bold, or italics text, you can add HTML tags. Here is a good reference for HTML tags: http://htmldog.com/guides/html/beginner/.

So, for example, you can enter this:

Which will result in this:

Not all phone numbers are showing up

Pipedrive allows you to add multiple numbers when creating a new person (for example, "work," "mobile," and "home"):

However, because of the way that phone numbers are stored in Pipedrive, Zapier is only able to pull the first number entered in the list (i.e. the 'primary' phone number):

Unfortunately we don't have a great workaround for this; your best bet is to add the phone number to a note or another field that Zapier can pull. We'd like to address this in future updates, though, so please send us an email if you'd like to be notified when we introduce a fix!

I'm trying to send data to custom currency fields but nothing shows up in Pipedrive

To write data to a custom currency field in Pipedrive, you'll need to fill out the amount field and the currency field. They'll look like this:

If you leave the currency field blank, it'll default to your default currency setting in Pipedrive.

If you need to override that, provide the three letter currency code you see in Pipedrive here:

So, sending this:

Will result in this:

I want to trigger off of custom events

Using the "Matching Filter" triggers will allow you more flexibility in regards to choosing what event trigger your Zap. These filters are defined inside of the Pipedrive.com app, and can be configured in a variety of ways. For more information, check out the Pipedrive help guide here.

How do I get the owner's name and email from a deal?

When you use the Find Deals search, the deal data includes an Owner field with an owner ID. This owner is a Pipedrive User (a team member), not a Person (a contact).

Users are members of your Pipedrive team (employees or sales reps who use Pipedrive). Persons are contacts or leads (customers or prospects stored in your Pipedrive account).

To retrieve the owner's name and email address:

1. Use the Find Deals search to find your deal.
2. Add a Find User search step after your Find Deals step.
3. Map the Owner ID field from the Find Deals step to the Find User search.
4. The Find User search will return the owner's name, email address, and other user details.