[Pabbly + Pipedrive] Unable to updtate deal with custom fields

Status: Closed · Asked by SupportHubstrat on · 0 views

SupportHubstrat — Question ·

Hi, we've created a workflow that starts from a Google spreadsheet and checks whether the person exists in the database. There's a router with two paths:
1) If the person EXISTS
2) If the person DOES NOT exist

In both paths, we'd like to be able to create or update DEALS with custom fields we've already created.

We've tested the PERSON DOES NOT EXIST path, adding Update Deal with custom field, but we get the error:
You do not have permissions to do this.

Code: ERR_UNKNOWN

Can you help us figure out how to fix this?

Arshil Ahmad — Reply ·

Hi @SupportHubstrat,

Please allow us some time to look into this concern. We will get back to you with an update soon.

Thanks & Regards,
Arshil Ahmad
Customer Support Associate
? Pabbly.com
?Rate your support

SupportHubstrat — Reply ·

Hi, I wanted to know if there was any news regarding the support request.

Preeti Paryani — Reply ·

Hi @SupportHubstrat,

Currently, we have not received any updates from our team. However, we have followed up with them, and once we receive any information from their end, we will get back to you promptly.

Arshil Ahmad — Reply ·

Instead of mapping the Owner Name, you need to map the Owner ID in the Owner ID field. Please map the Owner ID and see if that fixes your issue.

Thanks & Regards,
Arshil Ahmad
Customer Support Associate
? Pabbly.com
?Rate your support

SupportHubstrat — Reply ·

Thanks for the feedback.

Using Owner ID, the task runs correctly.

Arshil Ahmad — Reply ·

Thank you for the update. We're glad we were able to help.

Thanks & Regards,
Arshil Ahmad
Customer Support Associate
? Pabbly.com
?Rate your support

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