Linking a Lead to Activity via Automation

Dael Redmond
Dael Redmond Member Posts: 4 VERIFIED MEMBER
First Anniversary First Comment Photogenic
in Sales CRM #1

Hi I have set up an automation which is working fine, the only thing it doesnt seem to recognise is linking the lead to the activity, is there any work arounds for this? I can link 1.Person to Activity, but cant link the lead that is associated with the person

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  • Tony Xavier
    Tony Xavier Pipedrive Team Posts: 184 PIPEDRIVE TEAM
    100 Comments 25 Likes 5 Answers Second Anniversary
    #2

    Hello @Dael Redmond,

    Currently, automations do not have the option to search for data in your Pipedrive account, and the fact that the person can have more than one Lead makes it harder to hardcode the value.

    So, if you wish to attain data about the Lead in the automation, it must be that either the trigger of the automation should be based on Leads or the Lead itself is created within the specific workflow automation.

    This is something you could bring to our Ideas and Product Feedback for possible future additions.

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