How to create a workflow automation when a product is removed

ntsales
ntsales Member Posts: 5
Name Dropper First Comment

I'm trying to track when a Deal Organization rejects a Product from the proposal we receive and our team removes the Product. Is there a way to create a workflow automation whenever a product is removed from a deal in Pipedrive?

Criteria:

-Deal is created.

-Deal Organization receives Document.

-Product is removed from Document.

Any advice on how to do this?

Best Answer

  • Reeve Lui
    Reeve Lui Member Posts: 41
    First Answer 5 Likes Name Dropper First Comment
    #2 Answer ✓

    @ntsales

    Hey I checked out the automation for you and realised that it might not be possible to do it on Pipedrive itself because they only allow "Add Products to Deal":

    So your case of removing products is out of the features now.

    Maybe you can check out Zapier and see if it can help you with such advanced automation.

Answers