Pipedrive Integration: Linking multiple actions created at the same time

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.

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.

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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.

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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.

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 

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.

@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.

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

:) 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.

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

D