Automation based on a condition on "Revenue" data

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!

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Comments

  • Eros Blanco
    Eros Blanco Member Posts: 5
    5 Up Votes First Comment First Anniversary Photogenic

    Hi Team,

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

    Thanks!

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,052 COMMUNITY MANAGER
    First Anniversary 5 Likes First Comment First Answer

    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
    Eros Blanco Member Posts: 5
    5 Up Votes First Comment First Anniversary Photogenic

    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!