I have 1 or more pipelines

  • Resolved grant512

    (@grant512)


    6 years, 11 months ago

    Hi, Thank you for the nice plugin.

    I have a 4 pipeline under one account in pipedrive. When I use the api from pipedrive there is no option to choose on your plugin on which pipeline it will sync. Please see attached image. Thank you

    The page I need help with: [log in to see the link]

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  • Plugin Author lucasbhealy

    (@lucasbhealy)

    Hello,

    Recently Pipedrive stopped accepting individual pipelines from the API. Instead, use the “Deal Stage,” option that is available under the options and select the stage of the Pipeline you want. The deal will be assigned to the stage you select, and automatically the Pipeline that stage is in.

    Does that make sense?

    Thread Starter grant512

    (@grant512)

    Hi Lucas,

    Yup deal stage is working for a single pipeline only. If you have 3-4 pipeline in one account then it will not submit the data to other pipeline hence only for the default pipeline.

    Hi Lucas,

    I can confirm that the issue faced by Grant still exist. If the ‘deal stage’ is not on the first pipeline, the deal is not created.

    Repro:

    1) Create two pipelines
    2) First pipeline has a deal stage called A and B
    3) Second pipeline has a deal stage called C and D
    4) In the plugin setting, set the deal stage to C.
    5) Submit a form

    A new contact and organisation is created but no deal created.

    Hope this helps and we can get a fix soon. Thanks and appreciate the work on the plugin.

    Cheers,
    Zul

Viewing 3 replies - 1 through 3 (of 3 total)
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