How to connect an activity with deal, when it was triggered by updating a contact datafield

Dear PD-Community,


I want to build an WFA, which is triggered by updating a certain contact datafield and creates an activity. The problem ist the activity can't be connected to the deal of the contact in which the datatfield was updated. Does someone have an idea?


Kind regards


Julian

Answers

  • Lucas MAGNE
    Lucas MAGNE Posts: 109 ELITE SOLUTION PROVIDER
    100 Comments 25 Likes First Anniversary 5 Up Votes

    Hi Julian,

    Unfortunately, with Pipedrive I don't know how to do it because in the workflow the only option is to add the name of the deal manually ...

    But with Zapier, you can properly looking for a deal thanks to a contact (be careful because I didn't check when the contact have more than 1 deal).

  • Ok thank you that was exactly how far I got with the hole tpoic :)