Bulk add products to Deals

Mike McCown

Can pipedrive add a feature that allows users to add products to deals in bulk edit mode? Currently, our only option for adding products to a group of deals is to update each individual record. Seems like a fairly easy step to add this ability.

1. User selects deals that they would like to edit (add products to)
2. In the "Bulk Edit" pop-out, add a field for "Add Products".
3. User selects the appropriate products from a drop-down menu.

We've looked into PipeDrive automations and Zapier. Neither support this functionality.

Amit Sarda (AmitSarda.xyz)

Something tells me that this can be done using Zimple and Make/Integromat. Worth exploring.

inacyakup

Hi Mike McCown,

There is an option to add products to the agreement using automation.

If this doesn't solve your problem, we can try a different method.

Best Regards