Connect many deals to a single product

TU-MK
TU-MK Member Posts: 2 VERIFIED MEMBER
edited October 2024 in Ideas and Product Feedback #1

I am trying to upload a spreadsheet with customers who have purchased my products.

I want to be able to see everyone who has purchased a specific product, within that product.

Please can you advise how I can automate this?

Thanks in advance

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  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,362 COMMUNITY MANAGER
    1000 Comments 250 Likes 25 Answers Third Anniversary
    #2

    Hi @TU-MK I forwarded your question to a member of our support team, they will have a look and get back to you soon on this thread.

  • Tony Xavier
    Tony Xavier Pipedrive Team Posts: 193 PIPEDRIVE TEAM
    100 Comments 25 Likes 5 Answers Second Anniversary
    #3

    Hello,

    With the current import tool, we do not have the option to link products to a deal. The best alternative to automating the process would be to use our API. We have a dedicated API endpoint through which you can pass along deal ID, product ID and information like quality, price, etc, of the product to have it attached to the respective deal.

    However, this do seem like a useful option to have and we will move the thread to the Ideas and Product Feedback for better visibility of our product team.

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