Automation based on a condition on "Revenue" data

Eros Blanco

Hi Team,

it would be very helpful for us to set up an automation that triggers the delivery of an email in case a deal has no data within the Revenue module (Billing Plan):

I've tried to do it but I see no way to use those data (Billing Plan) as a condition for an automation on Pipedrive.

It would be great to develop it, please :)

Thank you!

Eros Blanco

Hi Team,

any chance to get this done in the near future, please?

Thanks!

Manuel Oliveira

Hi @Eros Blanco; I have passed this on to our developers for consideration. However, it is not planned for the round of updates coming in the very near future.

Eros Blanco

Hi Team,

our subscription fee for the Advanced plan of Pipedrive has been increased this year: we'll be happy to pay for that extra amount if we would be able to have this feature developed as soon as possible, please 🙂

Revenue/Subscription data on Pipedrive are very helpful but with no filter/automation on them possible, their usefulness is quite limited.

Thanks!