custom data fields on pipedrive

Status: Closed · Asked by Marketing IPLNT on · 0 views

marketingiplnt — Question ·

Hi there. I have a few automations from facebook ads to pipedrive. these are the steps:

1.Facebook Lead Ads: New Lead
2. Pipedrive: New Person
3. Pipedrive: New Deal

On step 2 i can see and edit all my pipedrive custom data fields, however, on step 3 my deal related custom data fiealds are not there to be filled in.
How can i solve this issue?

Thank you

Arshil Ahmad — Reply ·

Hi @marketingiplnt,

Please try using 'Create Deal with Custom Fields' action step.

marketingiplnt — Reply ·

thank you soooooooooooo much

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