Linking activities to deals

Colleen Yeoman_36383
Colleen Yeoman_36383 Member Posts: 2 VERIFIED MEMBER
Third Anniversary
edited August 19 in Sales CRM #1

Hi, we make our booking link available to applicants when they apply in a Typeform. This creates a deal in Pipedrive, but the booking link activity does not link to that deal on Pipedrive. I can manually do this in the activity view by searching for their deal, but is there a way to automate linking these activities to the deals?

Tagged:

Answers

  • Oka Lesmana
    Oka Lesmana Member Posts: 23 VERIFIED MEMBER
    10 Comments First Anniversary Name Dropper Photogenic
    #2

    Hi There,

    Please correct me if I'm wrong, but as of now, this workflow isn't possible using Pipedrive's built-in automation alone. However, you can achieve it with a workaround using a third-party app like Zapier or Make. These tools can find deal records based on the ID or the email address of your contact, offering you more flexibility.

    Hope this makes sense for you!

    Feel free to let me know if you have any questions.

    Best regards,
    Oka | www.astersense.com

Categories