![]() For more information, check out the Pipedrive help guide here. These filters are defined inside of the app, and can be configured in a variety of ways. Using the "Matching Filter" triggers will allow you more flexibility in regards to choosing what event trigger your Zap. Zapier lets you send info between Airtable and Google Docs and Pipedrive automaticallyno code required. If you need to override that, provide the three letter currency code you see in Pipedrive here: How to connect Airtable + Google Docs + Pipedrive. If you leave the currency field blank, it'll default to your default currency setting in Pipedrive. This article is specifically designed to teach you how to design Multi-Step Zaps for the purpose of creating an integration that will automate the updating of Airtable records. ![]() To write data to a custom currency field in Pipedrive, you'll need to fill out the amount field and the currency field. Zapier is a third-party service that connects Airtable to many other apps and services. 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 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. Zapier moves info between your web apps automatically, so you can focus on your most important work. With 5,000+ supported apps, the possibilities are endless. 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. Zapier lets you send info between Get The Referral and Airtable automaticallyno code required. Pipedrive allows you to add multiple numbers when creating a new person (for example, "work," "mobile," and "home"): The Note Content field accepts HTML for formatting, so if you want line breaks, bold, or italics text, you can add HTML tags. You can read how to create filter views in Pipedrive here. To get around this, you can build a filter in Pipedrive that takes into account the date the deal was created. Do even more with Schedule by Zapier + Pipedrive + Airtable. Zapier lets you send info between automaticallyno code required. Community Try it free Choose the best plan for you Billed monthly Billed annually ( Save up to 32) Essential Get organized and set up simple sales processes quickly US 14.90 Per user per month, billed annually Try it free Free 14-day trial. If a deal is updated that is not one of the "original 500", the zap think it's new and trigger. Connect your Airtable to Thinkspace integration in 2 minutes Zapier. This is because when the zap is turned on, we only get the 500 most recently updated deals. ![]() If you want to trigger on multiple user's activities, you'll want to select "Everyone" from the User dropdown:īoth 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. The New Activity trigger will default to only activities created by the user whose account is connected to Zapier. ![]()
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