Automatically Adding data from spreadsheet to fields
SamuelC
Member Posts: 1 VERIFIED MEMBER
Hey I dont really know how to describe this but can I automatically add data / a link to a field using automations? Has anyone else been able to do this? I want the field to auto populate with a specific link when the deal stage is moved using automations or something.
Please help!
Thanks,
Samuel
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Answers
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Hi Samuel!
This is absolutely something that can be accomplished using Zapier as an automation tool.
This video is not exactly what you need for your specific use case, but I do demonstrate how to connect a google sheet to Pipedrive using Zapier.
Please feel free to reach out if you'd like additional support.
- Liz
Schedule a Working Session | Pipedrive for Beginners | Pipedrive Integrations
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