Validate and Troubleshoot Your Pipeline CRM Integration

Validate your Pipeline CRM integration and troubleshoot common issues.

Validate Your Integration

After setting up your Pipeline CRM integration workflows, follow these steps to verify everything is working correctly:

Test Lead-to-Person Flow

1. Create a test lead in WhatConverts (submit a form, make a test call, or use the Add Lead feature).
2. Wait 1-5 minutes for the Zapier workflow to process.
3. Check Pipeline CRM for a new person with matching information.
4. Verify the person record includes the Lead ID custom field populated with the WhatConverts Lead ID.
5. Check Zapier's "Zap History" to confirm the workflow ran successfully.

Test Deal-to-Lead Value Flow

1. In Pipeline CRM, create or update a deal associated with a person who has a Lead ID.
2. Wait 1-5 minutes for the Zapier workflow to process.
3. Check the deal record to verify the Lead ID custom field was populated.
4. In WhatConverts, navigate to the corresponding lead.
5. Verify that the quote or sales value has been updated.
6. Check Zapier's "Zap History" to confirm the workflow ran successfully.

Common Issues and Solutions

Person Created Without Lead ID

Problem: New people appear in Pipeline CRM, but the Lead ID custom field is empty.

Solutions:

• Verify the Lead ID custom field exists in Pipeline CRM (Account Settings → Custom Fields → Person fields)
• Check the Zapier workflow mapping to ensure the Lead ID field is mapped to the Lead ID from WhatConverts
• Confirm the field type is set to "Numeric" or "Text"
• Review the Zapier task history for error messages

Lead Values Not Updating in WhatConverts

Problem: Deal values don't flow back to WhatConverts leads.

Solutions:

• Verify the person associated with the deal has a Lead ID stored
• Check that the deal is associated with a person (deals without people won't work)
• Confirm the "Find Person" step in your workflow is retrieving the correct person
• Verify the Lead ID is being copied to the deal's Lead ID custom field
• Check that your WhatConverts API key has appropriate permissions
• Review Zapier task history for errors in the "Update Lead" step

Wrong Lead Updated in WhatConverts

Problem: Deal values are updating the wrong lead in WhatConverts.

Solutions:

• Verify the Lead ID stored in Pipeline CRM matches the Lead ID in WhatConverts
• Check if duplicate people exist in Pipeline CRM with different Lead IDs
• If using the "Find Lead" method (by phone/email), verify that the search criteria is unique
• Consider switching to the Lead ID-based update method instead of searching by contact info

Workflow Not Triggering

Problem: Zapier workflows don't run when expected.

Solutions:

• Check that the Zap is turned "On" in Zapier
• Verify the trigger event matches your intended action (e.g., New Deal vs Updated Deal)
• Review any filters you've set to ensure they're not blocking the workflow
• Check Zapier's polling schedule (some plans poll every 15 minutes)
• Test the trigger manually using Zapier's "Test Trigger" button

Duplicate People Created

Problem: Multiple person records created for the same lead in Pipeline CRM.

Solutions:

• This typically happens when the same lead is triggered multiple times
• Add a filter to your WhatConverts trigger to only process specific lead types
• Enable Pipeline CRM's built-in duplicate detection features if available
• Consider adding a "Find Person" step before "Create Person" to check for existing records

Lead ID Not Copying from Person to Deal

Problem: The person has a Lead ID, but deals don't get updated with it.

Solutions:

• Verify the Lead ID custom field exists for both Person and Deal record types
• Checkthat the "Update Deal" step in your workflow includes the Lead ID mapping
• Ensure the "Find Person" step successfully retrieves the person data before the update
• Review Zapier task history for errors in the person lookup

Check the Zapier Task History

To investigate issues with your workflows:

1. Log in to Zapier.
2. Click "Zap History" in the left sidebar.
3. Filter by the specific Zap you want to review.
4. Look for tasks with error icons or "Held" status.
5. Click on individual tasks to see detailed execution logs.
6. Review each step to identify where the workflow failed.

Test with Zapier's Tools

Zapier provides several testing tools:

• Test Trigger: Forces the trigger to check for new data immediately rather than waiting for the next poll
• Test Action: Runs a single action step with test data to verify it works correctly
• Replay Failed Tasks: Attempts to re-run tasks that failed, useful after fixing configuration issues
• Filter Testing: Allows you to test filter conditions before activating the Zap

Related Topics

• What is the Pipeline CRM Integration?
• Connect WhatConverts to Pipeline CRM
• Understand the Pipeline CRM Integration
• Send Leads from WhatConverts to Pipeline CRM
• Send Quote and/or Sales Value from Pipeline CRM to WhatConverts