Project Automations

anthony_cribbes
anthony_cribbes Member Posts: 3 VERIFIED MEMBER
Name Dropper First Comment
edited April 24 in Workflow Automation #1

Hi there,

We are a wedding business, couples book their weddings with us through Acuity. I already have a Zap that converts the Deal to 'won' as soon as they book.

However I want to be able then to manage their booking all the way through their wedding journey inside Pipedrive using projects.

I am looking for a way that when the deal is marked as 'won' it is automatically converted into a project. And this project has a scheduled activity with an appointment that corelates to the date of their booking made in Acuity.

I also then want to set up automations - sending of emails and other documents - that work backwards from the wedding date (at the moment I can only see how to set it up from the date the project started).

Any help is greatly appreciated.

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Answers

  • inacyakup
    inacyakup Member Posts: 179 VERIFIED MEMBER
    100 Comments 25 Likes 5 Answers First Anniversary
    #2

    Hi good works,


    1.Stage--> Deals created

    2.Stage--> Created project, (choose Created activity)

    I hope this will be the solution


    Best Regards

  • bharatjain
    bharatjain Member Posts: 5 VERIFIED MEMBER
    Name Dropper Photogenic First Comment
    #3

    It's not difficult Anthony. You can create multiple stages in the Pipedrive according to your business. And you can use Won feature only when the customer do the booking.

  • anthony_cribbes
    anthony_cribbes Member Posts: 3 VERIFIED MEMBER
    Name Dropper First Comment
    #4

    Hi @bharatjain - I understand that it should be doable, however I am looking for the specific triggers I need to configure. When I look to set these up, I don't have an option for flagging when status changes to won for the Deal. I only get the options for 'is' etc... not 'changed to'

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