Can I copy a Pipedrive structure from one account to another?
Ben Weinstock
Member Posts: 2 VERIFIED MEMBER
Does anyone have a creative idea of how I could copy the structure (pipelines, custom fields, workflow automations) from one account to another?
I don't need to copy data, simply just the structure of the account.
Thanks!
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Answers
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This might work: Use Pipedrive to Pipedrive data transfer. once done, delete the data from the new account.
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If this is something you do regularly, you can use APIs to and Make/Integromat to execute this at the click of a button.
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