Is it possible to automatically add/sync an activity linked to contact person, to the person's deal?
Hi,
I currently have setup a workflow, where customers can book our agents through a link, and the meeting will be on google calender. When customers get invited to the meeting, the activity will show up on the contact person in Pipedrive with the title, data, etc.
My current "issue" is that i have a onboarding pipeline, where we create deals to keep track of current customers, and see how they progress through our onboarding pipeline. We want to add the meetings, from the linked person, to the linked deal. But i'm having issues trying to do so? Is there any workaround to make this possible that any of you know?
Hope to hear from you all,
Best regards 😄
Best Answer
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Hello Nicholas,
As one contact person can have more than one deal linked to them, Zapier or Make would be the best options to have the activity linked to the deal as well.
In Zapier for example, you can set a trigger based on the Activity created (add filters as needed) and based on the Person ID linked to the Activity, you will be able to search for thee deal to get the ID of the deal, which then you can use to update the Activity's deal field.
I can share an example setup below and if you need any help while setting this up, you can contact our support team anytime
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