Creating a Pipedrive Person from a Calendly Booking in Make: A Guide

Are you new to Make and trying to create a Pipedrive Person from a Calendly Booking? You might have encountered some error messages that are hard to understand. Don't worry, you're not alone. In this blog post, we'll walk you through the process step-by-step and help you troubleshoot common issues.

Understanding the Problem

When trying to create a Pipedrive Person from a Calendly Booking, you might have noticed that the Emails and Phones fields on the Pipedrive Create a Person module are expecting an array. This means you can't just give a single text field for Emails and Phones - each needs an array, even if it only has one member.

Using Functions to Solve the Problem

To solve this, you'll need to use Functions. In the Mapping panel, click the little table icon - that will show you the Array functions. Click add(), then position your cursor between the brackets, click emptyarray, then a semicolon, then map your source data. You'll end up with a function that looks like this:

add(emptyarray; 1.Email)

This function is creating an empty array, then adding your email field to the array and returning it.

Understanding the Complexity

A Person record in Pipedrive can have multiple Email or Phone fields, each tagged with a label of “Work”, “Home” or “Other”. So what the Pipedrive Create a Person module is looking for is an array containing key-value pairs of “email” and “email label” or “phone” and “phone label”.

There are two ways to map this in Make. The first way is to toggle that Map switch and select your field. But the value to be mapped must be an array in the exact format as described in the Pipedrive API docs. This can be done with Make, but it does require some advanced techniques.

The right solution in most cases is to go with the default. In your case, you always have single Email and Phone values - you will never have a variable length array. You know what Email and Phone label you’re using - presumably Work. It’s disarmingly simple - click + Add Item and then map your field in as the Value. Optionally, you can select the Label and whether this is the Primary method.

Conclusion

In summary, the best solution as a Make newbie is almost always to go with the default options that Make presents to you. Remember, Make works on the Person ID, which is more definitive and reliable, and it’s what the underlying API uses. To replicate that in Make, you’d need to first search by email using the Search for Items module to get the Person ID.

And remember, we're always here to help you navigate the complexities of Make. Happy Making!

You do have further questions?

Ask your question via E-Mail: Richard@make-app.de
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