Hi there! I need some help with a specific scenario building.
What I basically want is:
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For every new row on Google Sheets (which is a deal with ‘Name’, ‘Organization’, ‘E-mail’, ‘Phone’), I want to create a deal on Pipedrive CRM.
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But I also want to check if the ‘Organization’ filled in the sheets already exists on Pipedrive. If so, I just want to update it, if it doesn’t then create a new one.
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In sequence I want to check if there is already an existing Person on Pipedrive (taking in consideration the filled Name on Google sheets). If so, update it, if it doesn’t then create a new one.
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And, for the last part, create a Deal associating the new/update Organization and the new/update Person.
I’ve already tried to build this scenario, but, for some reason, whenever a new Organization is added on Google Sheets, it’s not taking in consideration the logic if it still exists. The same for Person’s creation. Here is a video that I just recorded so maybe you can understand it better:
PS: I didn’t show in this video, but both Person and Company were duplicated too (not 4x, but 2x).
I appreciate your attention in advance.
Yours,
Vitor