I’m trying to find contacts associated with an organisation in Pipedrive. The Search Persons module wants a search term, but I just want to find all contacts inked to an organisation so I don’t have a search term.
Does anyone have a way to achieve this?
Current scenario image attached.
Many thanks for any guidance!
(Background info: I’m recreating a Zap from Zapier … when an organisation is created > wait a short time > get the email addresses of the people associated with the organisation > record the email domain(s) in a custom field for the organisation; the email domain custom field is used for future new contacts by another zap that automatically assigns them to the organisation if they have the same email domain)
is your term the organization name?
Hi Alex - I’m trying to return a list of all persons in the organisation.
I have the organisation name and organisation ID (and other details of the organisation) from the first module.
We have a number of organisations with similar names so my preference would be to search on the organisation ID for an exact set of results, but the module requires a search term.
I’ve tried adding the organisation name as the search term and selecting either all or no fields in the search persons module whilst keeping the organisation ID field populated - this results 0 results against my test data (where I know we have people linked to some of the test organisations).
It won’t be the Search persons module you’ll need unless there is an option to seach by oganization ID. Is there?
Is there a Search by Organization module? Maybe the API will have something to do what you want.
Thanks again Alex
Yes it looks like I need to find a different approach. The limitation is in the API. I’m not sure how my old Zapier Zap got around this. Unfortunately I don’t have access to check the details, just an image of the flow.
The List Persons module followed by a filter appears do the trick. Maybe I’m thinking about this the wrong way … Seems like a waste to return my entire contact list (1000s of results) and then filter for the couple of people I want (as this is likely a new organisation in this context it will be just a couple of people) vs filtering the original search to a smaller subset.
1 Like
It’s all in the design of the app. Zapier just used the right set of api calls.
1 Like
