How to suggest a deal repeat after winning a transaction?

Aleksandr
Aleksandr Member Posts: 48 VERIFIED MEMBER
10 Comments Photogenic 5 Likes 5 Up Votes
edited July 24 in Apps and Integrations #1

Is it possible to show a popup with a repeat offer after winning a deal?
If I add a custom 'repeat' field and automate it on 'won', it will increase the number of actions and add a high probability that someone might forget to set 'repeat' beforehand, thus ruining the statistics.

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  • Leonardo Zimmermann
    Leonardo Zimmermann Pipedrive Team Posts: 158 PIPEDRIVE TEAM
    Third Anniversary 100 Comments 5 Answers 5 Likes
    #2

    Hey, @Aleksandr!

    While there isn't a direct feature in Pipedrive to show a popup with a repeat offer upon winning a deal, you can achieve this through workflow automation, third-party integrations, or custom development using API.

    Workflow Automations: you can create a custom 'repeat' field and set up an automation in the "Workflow Automation" section in Pipedrive. By creating a new workflow with the trigger set to "Deal is moved to 'Won' stage," you can add an action to create a new activity or task reminding the sales representative to consider a repeat offer - this can be an email, a notification in Pipedrive, or a task that needs to be marked complete. While this doesn't provide an immediate popup, it ensures that the necessary steps are followed through task reminders and notifications.

    Integration: using Zapier, you can set the trigger to "Deal is moved to 'Won' stage" in Pipedrive and then send a notification via email, Slack, or any other communication tool used by your team. Alternatively, you can develop a browser extension or a custom script that triggers a popup when certain conditions are met in Pipedrive. This approach requires some programming knowledge but can be tailored to your specific needs.

    API: You can set up a webhook in Pipedrive that listens for the "deal won" event, and once the event is triggered, your custom application can display a popup notification to the user, prompting them to consider a repeat offer.

    I hope this helps :)

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