Pipedrive Integration: Linking multiple actions created at the same time

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    bixlers
    Asked on February 18, 2020 at 05:34 PM

    When creating deal, activity and contact at the same time, I can not link them with each other.

    With the same settings, however, it works, when I click on "TEST INTEGRATION" one by one on each "Action".

    Which leads me to think that for instance when creating an activity, the "to-be-linked" Contact can not be found, as the creation of the contact is part of the same API call.



    This is a re-post of a comment on How to integrate JotForm with Pipedrive

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    Bojan_J
    Answered on February 18, 2020 at 08:48 PM

    Greetings and thank you for your message.

    Unfortunately, it is not possible to connect deals, activities, and contacts because they are not yet even created.

    When you click on the Test Integration button, it tests to see if JotForm was able to connect to your account on Pipedrive and send data to it.

    Please let us know if I was able to answer your question, or do you require more details. If you do, please give us a bit more details of what you are trying to achieve.

    Thank you for your cooperation.

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    WeServeAndFile
    Answered on February 28, 2020 at 12:28 PM

    I am having the same issue which isn't allowing me to actually use this feature and forcing me to go back to Zapier... Lots of wasted time for a feature that isn't really doing much if it can't link Deals, Contacts, and Activities... I won't lie I am very disappointed in this "integration" 
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    James
    Answered on February 28, 2020 at 02:00 PM

    Bojan, you did not answer my question. You only re-described the issue. It is an issue. It needs to be fixed. Your integration has a field to map what Deal and Contact an activity will me matched to. So it is designed to match to something, it just has a logic issue in the order it creates these entries.

    @WeServeAndFile: Temporariy fix until Jotform solves this issue that I found is:

    Split your form into 2.

    eg.

    First form:
    Name, Last name, Phone Number, e-mail
    Integration: Pipedrive Create Contact
    Thank you page: URL of the 2nd Form

    Second form:
    Date, time, location etc. (activity related questions)
    You also need to include fields you asked in the first form Name, last name, phone etc. and make them hidden fields.
    Integration: Pipedrive Create Activity

    Then, you need to make sure you pre-populate these hidden fields, by the data submitted from the first form. To do that, you need to add GET variables into the Thank You Page URL of the first form.

    eg. First form's thank you page URL will be something like:

    https://form.jotform.com/forms/123456(secondform)23423?name={name}&phone={phone}

    THis will prepopulate the hidden fields on the second form. THen you can easily map this to a contac tbecause it will have been created.

    If you need to create a Deal, you can create this with a Pipedrive automation as it usually doesn't require new data.

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    Mike_G
    Answered on February 28, 2020 at 05:00 PM

    @James

    We would like to apologize for any inconvenience. To my understanding, you would like to have the multiple actions you created in the integration to be connected in Pipedrive when the form is submitted.

    Please give me some time. I will be testing this further and I'll get back to you in this thread as soon as possible.

    @WeServeAndFile

    To easily determine the number of users experiencing the same issue that is being reported, I have moved your concern to a new thread. Here's the link to that thread: https://www.jotform.com/answers/2186592

    We will be responding to that thread shortly.

  • Profile Image
    bixlers
    Answered on February 28, 2020 at 05:11 PM

    This is accurate @Mike_G.

    I did speak to Pipedrive developers about this as well.

    Our understanding is that your API calls are not sequenced / ordered properly.

    It must always create the Contact First, then the Deal, then the Activity.

    At least make sure that these creations follow the order in our integration set-up.

    -

    If the case is that it already works this way, it may be a good idea to put for instance a 5 second delay before each action so that we wait and make sure the previous creation is complete.

    -

    Or if they all make part of the same API call, maybe split them into 3 separate calls in order.

    These are my understandings without ofcourse looking into your code.

  • Profile Image
    Bojan_J
    Answered on February 28, 2020 at 07:10 PM

    Thank you for your reply.

    I am sorry for the misunderstanding. 

    I have created the form for testing and tried to create a deal, activity and a contact at the same time:

    I have added the Pipedrive integration and created Add an Activity action:

    After I have submitted the form, I've got a new deal, activity, and new contact automatically:

    If I open the details of a person, I am able to see that deal and vice versa:

    Can you please let us know is this the action you are trying to achieve? 

    If not, can you please let us know what are you expecting to see in your Pipedrive? Could you please give us the form ID or the form link where are you using the integration? 

    Thank you for your cooperation.

  • Profile Image
    WeServeAndFile
    Answered on February 29, 2020 at 09:25 AM

    While this might be off-topic but Jot Forms address fields are not easily mapped to pipedrive address fields. I wasn't able to get the address fields (you break them up by street, unit, postal etc) yet your integration only recognizes the fields as one when I am trying to map them out. 

    On a side note, I do appreciate your quick support responses 



  • Profile Image
    AshtonP
    Answered on February 29, 2020 at 11:42 AM

    The address field is considered a single field by default and is designed in such a way that it supports the other integrations as well.

    I assume that the issue is resolved now. Please get back to us if you need any additional assistance. We will be more than happy to assist you.

    Regards.

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    WeServeAndFile
    Answered on February 29, 2020 at 01:10 PM

    In theory that sounds great but it's not pulling the information into the right areas
  • Profile Image
    Welvin
    Answered on February 29, 2020 at 02:36 PM

    @WeServeAndFile, I decided to split your concern to a new thread. I'll be on it shortly. Your thread here https://www.jotform.com/answers/2187430

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    bixlers
    Answered on March 04, 2020 at 12:51 PM

    @Bojan

    What you did is to create an Activity only,
    with Deal and Contact mapping fields populated.

    As the values you entered in those fields do not exist in Pipedrive, they are created automatically, thus mapped properly.

    This is not the entirety of the desired action.

    A contact consists of name, phone number, email and possibly other custom fields. This is the CORE function of a CRM.

    A deal consists of a contact assigned to it, and potentially some other details such as product, price etc.

    So creating a "New Activity" integration on its own is not sufficient.

    What one must do, is to use all 3 integrations:

    New Contact

    New Deal

    New Activity

    so that you can add other details than just name to contact,
    and that you can add other details than just deal name to deal.

    This is where the problem lies.

    When you create all these 3 integrations, you'd expect them to be created in order:

    1st. Create a contact with all of its details

    2nd. Create a deal with all of its details

    3rd. Create an activity with all of its details, and also populate the mapping fields just like you did, but different than your case, this time, because the previous 2 steps would have created new entries for Contact and Deal with the exact title strings, Pipedrive will be able to find those records, and match to those that were PREVIOUSLY CREATED, with ALL DATA POINTS.

    This is what the issue is.

    I hope it's clearer now.

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    WeServeAndFile
    Answered on March 04, 2020 at 01:01 PM

    thanks, bixlers this is exactly what I was trying to communicate... If you want it summed up in simple terms. Yes, it's creating an activity but it's not linking it to the organization, deal or the person. It's just creating an activity...

    It's not helpful just to create an activity you are trying to working in a team within Pipedrive.

    I think you are missing a search step in your process above.


    D

  • Profile Image
    bixlers
    Answered on March 04, 2020 at 01:09 PM

    :) I hope they solve it soon @WeServeAndFile.

    I don't think it's a search step though, because it works automatically on Pipedrive's end.

    If you split the forms, and do these integrations independently (at different instances), or within the same integration, if you click on "Test Integration" one by one, you'll see that they get linked properly.

    This means that it's not the necessity of a search step.

    This must be that either the order they are created is wrong, or, they are being created at the exact same moment in time, thus failing to find each other, in the moment of creation.

    Simple solution: put a 5 second delay between each action and make sure it follows the order in which we position the integrations on Jotform's integration panel.

    The workaround I found is working (split forms), but it has other issues:

    1. using my quota twice

    2. when i put the form on my site, the second form opens up on a new page (doesn't stay on the popup it should) and worse, it pops up a warning on Chrome that users must allow.

    I can't work with this so the problem needs to be solved asap please. It really should be easy.

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    WeServeAndFile
    Answered on March 04, 2020 at 02:15 PM

    Hey bixlers, do you side work or do you work for a company? If I needed some help could you assist? 


    D

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    bixlers
    Answered on March 04, 2020 at 02:18 PM
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    Welvin
    Answered on March 04, 2020 at 03:55 PM

    Yes, the actions are recorded at the same time. That is the reason based on the description/details you provide. I've noted all of these through your ticket below:

    https://www.jotform.com/answers/2168608