Does any of you have ever used the Pipedrive API in make to merge deals ?
I did find some documentations in pupedrive APIs and community but the tutorial is with code/api so I do not really know how to “translate” it to make ?
I am thinking I need to add external steps, before hand, to compare the data from the different deals I have found I might merge so I can then apply conditions and determine which deal will be kept …
that’s the part a bit unclear to me.
Any insight ? People who have used this and might share their experience/tips/blueprint ?
Please add a connection for pipedrive in make.com and then use modules of your need there. if the module for your requirement is not available,then choose make an api call and use the api from their documentation.
Hi @Laura, I’ve tried fiddling with it and realized you can’t use pipedrive api call module, but http request call. I don’t know where to include their curl_options they describe the documentation though. If you have certain conditions on what stays and what doesn’t, this even might not be for you - it merges a sister deal to a main deal - if there’s conflict between data, it just deletes sister deal and keeps main deal values.
I’d suggest to list all deals from pipedrive A, then pipedrive B, then a filter between those two, and finally a update deal module. if you want to delete the sister deal, also delete module in the end. This will consume more operations though (1 + number of deals to be merged * 3).
@DavidGurr_Make, Thanks for the insight. I’m having some doubts about $deals parameter. Do we have to list all deals before or make does it automatically? it’s weird they only included PHP version.
You can safely ignore all of their example using PHP.
The $deal parameter is effectively the same as the code in the Body of the Make an API Call above (don’t forget to replace {target_id} with the id of the deal you want to merge into).
I’m not sure exactly what you mean about “do we have to list all deals before”.
According to Pipedrive’s API doc for that endpoint, you can only merge one deal into one other deal each time.
@DavidGurr_Make, Right. I thought this was mass merge operation from one pipedrive workspace to another. Went too deep in the documentation x). That method should work.
