Roadmap

Request: Custom fields in PipeDrive "Update Person" action

Hi,

We are trying to get Pabbly to help us pass data from JotForm to PipeDrive, but there is one point where we are stuck. I'll detail everything below.

Trigger - Elementor: Completed form --> We get from here: Name, Email and Phone and custom fields using a Pabbly Connect Webhook

1) Action - Pipedrive: Find person

1.1) IF person exist:
a) Action - Pipedrive: Update person (does not allow us to update the custom fields and this is the serious error we encountered)
b) Action - Pipedrive: Find deal

- IF deal exist:
a) Action - Pipedrive: Update deal

- IF deal doesn't exist:
a) Action - Pipedrive: Create deal

1.2)- IF person doesn't exist:
a) Action - Pipedrive: Create person
b) Create deal

So, there is a problem here:
PROBLEM: when we try to update the person, the custom fields do not appear, so, the purpose we have is impossible to fulfill.

Is there any other way that you know of to make the custom fields appear in this action? We cannot create a person in replacement of that action, because it would duplicate the contacts in Pipedrive and this damages the automations we have in the platform.

PD: If you go into our automation, you will notice that we do not have the update person step enabled right now, we have removed it so that it does not interfere with the workflow.