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Troubleshooting Pipedrive CRM Contact Update Issues | Clay

Troubleshooting Pipedrive CRM Contact Update Issues

·Dec 11, 2024 12:29 PM·

Hi Team! I am trying to update certain contacts of our CRM Pipedrive. I having issues as it says it failed on creating a new column even though I’ve added the ID of each person. Please advise.

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3 comments

· Sorted by Oldest

Channeled
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When updating contacts in Pipedrive, you need to ensure you're using both the correct ID and specifying which fields you want to update. The Update Person action requires two key components: 1. The unique ID of the person in Pipedrive 2. The specific fields you want to update (such as name, email, etc.)If you're getting an error about creating a new column, it's likely because you need to explicitly specify which fields you want to modify in the "Fields to Update" section of the action. Make sure you're selecting the appropriate fields that exist in your Pipedrive CRM when setting up the update action. Sources: Pipedrive integration overview | Clay University Update Person with Pipedrive
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This thread was picked up by our in-app web widget and will no longer sync to Slack. If you are the original poster, you can continue this conversation by logging into https://app.clay.com and clicking "Support" in the sidebar. If you're not the original poster and require help from support, please post in Clay Support.
Thomas H.
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I'm also unable to create the column, even with Organization ID and field input.
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