Bulk add products to Deals

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.

1 votes

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  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,357
    1000 Comments Third Anniversary 100 Likes 5 Answers

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

  • inacyakup
    inacyakup Member Posts: 137
    100 Comments 5 Answers Name Dropper 5 Likes

    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