How to update data on a deal without creating a new deal

ajlintunen
ajlintunen Member Posts: 2 NEW MEMBER
edited January 23 in Apps and Integrations #1

Hi, I have multiple users with their own pipelines and hundreds of deals per user, in different stages. We track these deals in excel and I would like to build an automation which is triggered when I import data from excel to pipedrive. For example, I have Company A in my pipeline as a deal and its value is say 10 000 at the moment. In a months time the value has changed to 9 000 and I'd like pipedrive to automatically send an email to the client company notifying them of the change.

The problem I'm facing when testing is that my excel has a pivot table with a list of companies in column A and the current value of that company's deal in Column B. When I import the data to pipedrive, connecting company name to "organization name" and connecting current value to the "value of the deal", pipedrive creates a new deal instead of just updating an existing deal's value.

How could I tackle this problem? Do I need to change my data source somehow?

Answers

  • andres
    andres Member Posts: 34 VERIFIED MEMBER
    Third Anniversary 10 Comments First Answer 5 Likes

    According to Pipedrive docs, it's sounds that it will merge only contact or org data, not deals. So yes, it would create a new deal everytime.

    I'm happy to reviewing the process with you on a Zoom call, if you are open to it. If yes, book a time with me here https://connex.digital/book/pipedrive