Combining deal fields and person fields in the same automation

Aleix s
Aleix s Member Posts: 15 VERIFIED MEMBER
10 Comments Photogenic 5 Likes Name Dropper

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?

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Answers

  • Aleix s
    Aleix s Member Posts: 15 VERIFIED MEMBER
    10 Comments Photogenic 5 Likes Name Dropper

    Thanks, I'll take a look on that!