How to Clear Dropdown Fields in Pipedrive Using Formulas | Clay

How to Clear Dropdown Fields in Pipedrive Using Formulas

Pipedrive - updating a person. A dropdown field. Attempting to just 'clear' this field to be blank, have nothing selected. When done like this it returns "invalid" - is there a way with formula to clear the dropdown field to be blank?

4 comments

Channeled
APP
·
·
When updating a person in Pipedrive using Clay's integration, you can't directly set a dropdown field to blank using a formula. The "invalid" error suggests that Pipedrive's API doesn't accept an empty value for dropdown fields. To work around this, you might need to use a specific value that represents "blank" in your Pipedrive setup, such as "None" or "Not Specified". You would then use this value in your formula instead of trying to set it to blank. What specific dropdown field are you trying to clear? Knowing this might help us suggest a more tailored solution.
Sources: Update Person with Pipedrive Pipedrive integration overview | Documentation | Clay University
Channeled
APP
·
·
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 02 Support.
Daniel B.
·
·
Pipedrive's documentation suggests it is possible:
1.
In your automation workflow, you'll need to set up an action that uses the "Update a deal field" API endpoint. This will allow you to clear the field value under your specific conditions.
2.
When setting up the API call in your automation, you'll need to use the PUT method with the field ID, but leave the value empty or null to clear it.If you encounter any issues with your automation, remember to check the automation's execution history by going to Automations > History. This will show you the status of your automation runs and any error messages that might help troubleshoot.
Daniel B.
·
·
Based on the Pipedrive API v2 migration guide, when updating custom fields (like your dropdown field), you can set a field to null or empty to clear its value. For single option custom fields specifically, the API accepts numeric IDs for setting values, and you can clear the field by setting it to null.