Use organization/person custom fields in conditions for Deal Automations

annagoettel
annagoettel Member Posts: 2
First Comment
edited June 2023 in Ideas and Product Feedback #1

Hello pipedrive team,

it would be a great addition, if we could use custom created fields in a person or an organization, for the automation of deals ("Deal updated", etc). Custom fields can be changed in the deal automation, but they cannot be accessed for conditions. At the moment only custom deal fields can be used for conditions.

Example: We have a custom field in person that tells us if the customer is a recurring customer. Based on this field I want the deal to automatically go in a different stage.

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