Hi everyone,
I’m building an automation scenario in Make where I need to map Stripe payment data to products in a Pipedrive deal. The specific thing I’m struggling with is how to match each product from Stripe’s payment output with the correct product (“bundle”) in a Pipedrive deal, based on product name/title and billing frequency (monthly, quarterly, etc).
Please find screenshots of a sample Stripe output (1 payment of 2 products - most values were removed for privacy) and Pipedrive Deal output (1 deal with 2 products).
Here’s a summary of my data:
From Stripe:
- I receive the list of products under
productDetails(e.g.product_1: Product1,product_2: Product2). - The billing frequency comes under
subscriptionInterval(e.g.month).
From Pipedrive:
- Each product inside a deal comes in a collection as a “Bundle”, with fields:
Name(which is the product title)billing_frequency(e.g.monthly,quarterly)
Goal:
For each product in the Stripe payment, I want to find the matching product/bundle inside the correct Pipedrive deal, where:
- Product name/title matches (exact or contains)
- Billing frequency matches (“month” ↔ “monthly”, “quarter” ↔ “quarterly”, etc.)
Questions:
- How should I set up the iterators and filters in Make to handle this kind of “for each Stripe product, find and update the matching Pipedrive bundle by name and frequency” logic?
- Any tips for mapping different format billing frequencies (e.g. “month” to “monthly”) within Make?
Any screenshots, example steps, or modules you’d recommend would be a huge help! Thank you!