Raising Projects from Deals but the activities don't link

Jack Barker
Jack Barker Member Posts: 4 NEW MEMBER
First Comment Photogenic
edited February 20 in Workflow Automation #1

Hi. It might be user error but we create Projects from Won Deals using the Project templates. When we do this, the activities save but they don't link to the deal, just the project. Is there a way that when we create a Project from the deal, it automatically links to the won deal?

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Answers

  • Helio
    Helio Pipedrive Team Posts: 142 PIPEDRIVE TEAM
    Fourth Anniversary 100 Comments First Answer 5 Likes
    #2

    Hello there,

    I hope you are doing well today!

    At the moment out activities can only be linked to one deal or lead or project, which means that it is not possible for it to be linked to a project and a deal. Can you help us understand how this would be beneficial for you?

  • Jack Barker
    Jack Barker Member Posts: 4 NEW MEMBER
    First Comment Photogenic
    #3

    Ok so it's mainly on the activities. The project creates the activities but won't like that to the deal. We use the deal to highlight the customer, not the project. The ideal would be we raise a project from the won deal and then all tasks created off that project, would be linked to the deal we created the project from.

  • Helio
    Helio Pipedrive Team Posts: 142 PIPEDRIVE TEAM
    Fourth Anniversary 100 Comments First Answer 5 Likes
    #4

    Thank you for sharing your feedback! Unfortunately, this is not possible to accomplish within Pipedrive itself and I will also submit this as feedback internally.

    If you would like, you can also add your feedback to our Pipedrive Ideas & Product Feedback Community page.  Here other community users can see this, upvote, comment, offer workarounds and share their experiences.
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    The best way to stay updated on new features is to follow the "What's new" section in the Pipedrive community here. You can also follow our blog and subscribe to our newsletter. You can do both here. 

    As a workaround, you could use something like Zapier to duplicate activities that are marked as done under projects, then find the deal linked to the project and register that activity in the deal.

    Let me know if you have any doubts :)

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