How to link Deals with Person & Org in Pipedrive


Updated: April 10, 2022


A short note about how to connect a deal with a person and an organization in Pipedrive using Zapier and Integromat.

Introduction

When creating a Deal in Pipedrive many of us struggle with linking the deal with Person and Organization. It is one of the most common questions on Pipedrive's Community too. In this article, I will explain how to link a deal with a person and an organization when sending new leads from forms to CRM using Zapier or Integromat/Make.


Problem

Creating deals in Pipedrive using an automation tool like Zapier or Integromat/Make is a multi-step process and not very well-known. As a result, many Pipedrive users struggle with linking deals with a person and an organization and end up with deals that do not have a person and an organization record linked to them.


Solution

The simple thing to know when creating deals in Pipedrive using automation tools like Zapier or Integromat/Make is that you need to create the associated person and the organization before creating the deal. This needs to be done as part of the same workflow, else you will have to add Search steps in Zapier.


In the following example of a simple Zapier workflow to create a deal in Pipedrive, I am creating the Person record first.

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Zapier workflow to link a deal with a person in Pipedrive

Once the person is created, I use the Person ID from the previous step in the Deal creation step.


If you use WhatsApp as part of your sales and CRM setup, read this article to know how to create clickable WhatsApp links for contacts in Pipedrive.

Zapier setting to pass the Person ID when creating a deal in Pipedrivel

You can follow the same steps to link the organization with the person first, and then link the organization and the person with the deal.


The workflow is similar when you use a tool like Integromat/Make, Automate.io, or n8n.


I have covered how you can automatically distribute leads to your sales team in a separate article.


Conclusion

It is my hope that after reading the article you will be able to link your deals with the leads and organizations more easily. If you have any questions about the process, do not hesitate to book a call or contact me using the form below.

Need help with implementing this workflow for your Pipedrive account?

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