Good Morning Community,
Already working with Make for over an half year now and meanwhile, gained an understanding of various situations.
Now multiple scenarios are running and unfortunately run into sometimes multiple persons made in Pipedrive with their associated deals.
*We use multiple forms, or Payment providers, Clients/Leads needs to fill information, e.g. Calendly, Typeform, Plug&Pay, Sheets.
The issue had multiple reasons:
- Some people use wrong names, tackled this to find person via mail address, and with the found person to find the deal.
- Some people add other phone numbers. than the original that can be recognized.
- Some people use other mail addresses in a later stadium…
Is there some way i can add multiple variables to find or an different scenario to reduce this finding challenge without to create a massive scenario for the three possible variables?
Example:
Try to find person via email, not found> try looking to name, not found> try to find person on the last 8 characters from the known phone number?
Why only the last 8 characters? reason is simple, as some phone numbers has their country code or not, in the first 2/3 characters.
Thank you all in advance!
All the best, TT