Combining deal fields and person fields in the same automation
I've noticed the automations Pipedrive provide can't combine those. For instance, once you put the Trigger: 'Deal created' you can only use Conditions from deals.
I'd like to create a custom automated workflow depending on the 'Country of residence' of the linked person of the deal. 'Country of residence' is a Person custom field I have.
When I try to add that condition on the workflow it just doesn't show up since it's not a Deal field.
That limits the Workflow automation A LOT!!
Is there any way to fix this?
Best Answer
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Hi @Aleix s,
We do have a workaround for this, and you can refer to this post for detailed explanation:
Based on the workaround, once you have made the pseudo update to the person entity, you will be able to access the Country of residence person field under instant conditions as well :)
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