Probleen met samenvoegende deals en contactpersonen via binnenkomende klanten

  • Admin_EVC
    Gevraagd op 23 april 2024 om 15:13

    ik heb klanten die zich meerdere malen aanmelden voor mijn diensten alleen worden deze in pipedrive samengevoegd en niet apart als deal in pipedrive opgeslagen. Dit is wel de bedoeling omdat dit klanten zijn die terugkeren. Nu kan ik dit niet zien en het lijkt erop dat jotform deze al bestaande klanten samenvoegd in pipedrive en dit is niet de bedoeling.

  • Joseph Jotform Support
    Geantwoord op 24 april 2024 om 04:20

    Hi Admin_EVC,

    Thanks for reaching out to Jotform Support. Unfortunately, our Dutch Support agents are busy helping other Jotform users at the moment. I'll try to help you in English using Google Translate, but you can reply in whichever language you feel comfortable using. Or, if you'd rather have support in Dutch, let us know and we can have them do that. But, keep in mind that you'd have to wait until they're available again.

    Now, let me help you with your question. Can you give us more details about your issue? Also, I noticed you have multiple forms for which the Pipedrive integration has been set, can you share with us the specific form URL so we can check the settings? You can check out this guide about Where to Find Your Form URL.

    You can add a screenshot or a screen recording to explain your issue better. You can use Loom to make a screen recording and paste the link here.

    After we hear back from you, we’ll have a better idea of what’s going on and how to help.

 
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