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

Julian Strobl
Julian Strobl Member Posts: 19
10 Comments 5 Likes Name Dropper Photogenic
in Workflow Automation #1

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

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Answers

  • Lucas MAGNE
    Lucas MAGNE Member Posts: 157
    100 Comments Second Anniversary 25 Likes Elite + Premier Solution Provider
    #2

    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).

  • Julian Strobl
    Julian Strobl Member Posts: 19
    10 Comments 5 Likes Name Dropper Photogenic
    #3

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

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