Retroactive Automations

Dan W
Dan W Member Posts: 7
First Comment 5 Up Votes
edited May 13 in Workflow Automation #1

Currently, pipedrive automations only work on a new deal or when manually updated. Is there a way that when an automation is created it can "execute" and update to all created deals? As not to have to create the automation and then go back to those deals for them to update.

Currently, the solution is to update small batches of deals at once to trigger the automation. I'd rather the automation automatically update what was create.

Best Answer

  • Janosch Wechsler
    Janosch Wechsler Member Posts: 13
    First Answer First Comment Photogenic
    #2 Answer ✓

    I have an Idea that should work.

    • add a custom field to your deals (simple yes/no switch should work)
    • make/edit your automation so it runs once that trigger is switched to yes
    • bulk-edit your existing deals to set the switch to "yes"

    Now that automation should run for all those deals.

    Hope it helps :)


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