End automation after deal is won or lost

xgrewellx

My automations keep rolling after the deal has been marked as won or lost. Is there a way to automatically kill the workflow once it has reached the won/lost position?

Liz (Ops Designed)

Hi @xgrewellx -

Yes! The simplest solution is to add a Condition before your Action that checks if the Deal Status is "Open."

Please feel free to reach out if you would like additional support or take a look at some of my free YouTube videos on Pipedrive Automations https://www.youtube.com/playlist?list=PL0g47ZmD5OEJyN5eBLzBt2xru6ty2qxXV

- Liz

Schedule a Working Session | Getting Started with Pipedrive | Pipedrive Integrations

If this was helpful, please click Yes below.