Products in automations

Trevian

We have a need to be able to use Products in automations. It appears that currently this is not possible. Is thare a way / workaround to be able accomplish for example following:

trigger: Product is selected / updated → Update Leased / sold product (modified filed)

Please enable the use of products in automations. I am sure that there are quite a few users who need to use products (and related data fields) in automations.

Jay Graves

This would be very helpful for us a well. New products are added and no one is notified downstream. It causes chaos with our billing team.

Helio

Hello there,

I hope you are doing well today!

My name is Hélio, and I’m part of the support team at Pipedrive.

Thank you both for your feedback! I’d like to suggest a workaround that might help you achieve your goal. You can use Pipedrive’s webhooks (learn more here) in combination with Zapier to capture the webhook and automate your processes.

With webhooks, you can configure triggers for specific events such as product updates, creation, deletion, or all of the above—depending on your needs. Once set up, you can define actions in Zapier to match your requirements.

If you have any questions or need further guidance, feel free to reach out!

Josh Buesking

I use webhooks and make for this. When I add a new product in pipedrive it creates one in our accounting software and vice versa.

Jay Graves

Thanks, all. Got it working with webhooks and Zapier.