New Workflow Automation action event: Add Product to a Deal

Kila Pickering
Kila Pickering Posts: 10
Pipedrive Employee
edited July 27 in What's New #1

You can now use Workflow Automation to automatically add one of your Products to a Deal as an "action event" to save you valuable time and prevent repetitive work.

Common Workflow Automations to set up with this action event:

  • Add a product when a deal is created
  • Add a product when a deal is moved to a specific stage in your pipeline

Quick tip: 

  • Only one Product can be added per action event, but if you need to add more than one Product, additional action events can be set up in the same workflow!

Share some of your most helpful and creative Workflow Automations in the comments to inspire other members of the Community!

More info on Workflow Automations here

Comments

  • Sam Karim
    Sam Karim Posts: 37
    edited February 24 #2

    This is awesome!! I wonder is there is would be a way to auto calculate the qualities of the added products using a formula in a custom field. That would be epic!

  • Kila Pickering
    Kila Pickering Posts: 10
    Pipedrive Employee
    edited May 2020 #3
    Sam Karim said:

    This is awesome!! I wonder is there is would be a way to auto calculate the qualities of the added products using a formula in a custom field. That would be epic!

    @Sam Karim glad you like it!  Formula custom fields are on our roadmap but has not been picked up for development. If you subscribe to our beta testing channel you will be the first to know once it has.

  • Luke Jackson
    Luke Jackson Posts: 2
    edited February 24 #4

    Does the automation work with adding the product based on which pipeline the deal is actually in?

  • Kila Pickering
    Kila Pickering Posts: 10
    Pipedrive Employee
    edited May 2020 #5

    Does the automation work with adding the product based on which pipeline the deal is actually in?

    @Luke Jackson yes this is possible because you can indicate a specific stage and product within the automation, so for example when a deal goes into this stage in a specific pipeline add this specific product, or if added to another stage in another pipeline add this other product.

  • Fabian Di Caro
    Fabian Di Caro Posts: 4
    Second Anniversary Photogenic
    edited July 2020 #6

    Will there be an Option to add a specific Product Variation instead of a whole Product?
    needed!

  • Michael Newton_30936
    edited March 2021 #7

    Will it be possible to create a new Deal with Products related specifically to another deal?

    For example, we have automation to create a Renewal Deal once a Deal is Won. It would be really valuable to pre-populated that Renewal Deal with the Products from the previous one