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

Options
Julian Strobl
Julian Strobl Member Posts: 19
First Comment 5 Likes Name Dropper Photogenic
edited April 24 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

Tagged:

Answers

  • Lucas MAGNE
    Lucas MAGNE Member Posts: 163
    First Anniversary First Comment 5 Likes 5 Up Votes
    #2
    Options

    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
    First Comment 5 Likes Name Dropper Photogenic
    #3
    Options

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

This discussion has been closed.

Categories