Enhanced conditions in automations

I should be able to add conditions from different data sets. So, if an org field equals this, and Deal field equals that, and contact field is another thing, do this.

I want to be able to change a deal stage based on an org field or a contact field. Seems like a straightforward and sensible operation to enable. The issue now is that pipedrive doesn't let me distinguish which deal I want to change (unless I use a specific deal name for one single deal).

Please add the ability to find deals associated to an org or contact that are in a certain stage and move them to a new stage, or at very least assign a task for someone to move them.

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  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,363
    1000 Comments Third Anniversary 100 Likes 5 Answers

    I think you can do this using a dummy update step in the automation.

  • Yes need this badly for our account. We have leads that come in via webforms, and the webform fields fill in critical organization custom fields. We then need the ability to auto update or auto archive certain leads based on the linked org custom field value. We cannot do this currently because the lead created automation only allows you to use lead fields and nothing outside of that.