I have created a scenario to search for an organization in Pipedrive and then create an activity.
My issue is in the organization custom field, I have two custom fields with numbers :
- Customer ID
- Prospect ID
But I only want the match to be made on the customer ID => “compte_client” in the screenshot.
So would it be possible to specify, the name of the custom field I want the match to be done with ?
Thank you for your help.
Direct matching or search condition is not possible in that Pipedrive module. However, you can apply a filter just after the Pipedrive module with this matching condition.
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Thank you for your response. Unfortunately, the custom fields is an array with numbers in the output and not a name of the custom field. So I can’t filter with this condition.
I can at least add a step to verify that the deal isn’t lost. Or you had something else in mind ?
So in this case, please use the get function to get the specific value from the array and put it for comparison.
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@manish_mandot thanks for your response.
The issue I would have had with the get function, is that I’ll have to specify the number in the array, but from one organization to an other it may vary.
But I think I found a solution.
I increased the limit in the “search for items” module to 2 (because I have up to 2 values that can match the value I’m looking for).
Then, I added a “Get an organization” module which allows me to get the specific custom field in the output for each bundle that I may have.
And finally, added a filter to continue only when the specific custom field match my value.
Here is how it looks like :
I did a small test outside of my main scenario. I have to wait tomorrow to check if it worked in my main scenario. I’ll let you know.
Again, thank you for your help !