Hi there! I’m incredibly new to using this software, and I’m just needing a quick assist, or a point in the right direction.
I want to import customers from Shopify with certain tags on their customer profile into Pipedrive CRM. In testing, it works. But when it runs again, it creates the same customers again in Pipedrive.
How can I set up this connection to import only customers who haven’t been imported before? Apologies if this is basic, but I am trying to solve this issue for my bosses quickly.
E.g.: Search a customer’s email from Shopify in Pipedrive (assuming you identify customers by email).
So you need to put the Shopify email into Pipedrive “search/query” field (whatever that might be – I can’t tell you the exact field because I don’t use Pipedrive).
If that field is Term – you are inserting a “1” into it, so it returns a random customer, which definitely exists, so the filter lets it through.
I’ve not mapped anything specifically, just what is already available on the menus.
The flow I’m wanting is: I have customers in Shopify with a specific Tag (Let’s call it “Wholesale”). The first step, I’m assuming is to search my Shopify for the tag “Wholesale”.
Next, the filter that will compare what is in Pipedrive already to what the search returned.
Finally, we want to create a customer in Pipedrive if their email doesn’t exist.
