Create Contacts in Pipedrive using LeadConnect's Zapier Integration 


Step 1 : Setup Zapier to Receive the data

  • We already did this in our previous article. For reference, click here.

Step 2 : Set Up Paths in Zapier

  • Click on Add a Step and select Path




Step 3 : Creating Path A

  • Click on Path A



  • Name your Path A and press Continue.




  • Now setting up rules for this Path.




Warning : If you don’t see this green alert, then the rules are not correctly set.








  • We first need to search that the contact already exist or not. If not, then have to create a new contact.




  • After saving the setting you see this page, click on Fetch & Continue.




  • Now again come back to step 3. Scroll down you will find it on the bottom left of the screen. Click on Set Up Template.




  • Add field you want to add and click on Continue.
  • Now send the test contact to your Pipedrive account to verify everything is working right. And then click Set Up Next Path.



Step 4 : Creating Path B

  • Click on Path B


  • Set Name and Rule for Path B.








  • Now select your Action.








  • Now this note belong is for a specific person. So first we need to find that person from the contact and add that note.






  • Go to Edit Template in Step 3 and click on Continue.


  • Send Test Contact Note to the Contact.



  • Path B completed.