Automation, Deal value Multi Currencies

Calum
Calum Member Posts: 7 VERIFIED MEMBER
Photogenic Name Dropper First Comment
edited March 21 in Workflow Automation #1

I've got a condition where if deal is less than £180,000GBP ARR then I can allow the deal to move to the next stage.
However for larger deals I need to get financial approval from another department. I can get it working fine for GBP but I don't want to have to duplicate my logic for every currency I support.

Ideally pipedrive would have a normalised value to your companies default currency, with that not an option is there any alternatives I could do or am I going to have to process every deal update outside of pipedrive within make.com for example.

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Answers

  • Helio
    Helio Pipedrive Team Posts: 156 PIPEDRIVE TEAM
    Fourth Anniversary 100 Comments First Answer 5 Likes
    #2

    Hello @Calum,

    I hope you are doing well!

    Do you use a lot of different currencies? Depending on the plan you have, you can have quite a few automations running side by side. If you are using, let's say, more than 5-10 automations for currencies and you don't want all of these to be active, then yes, you would need to use something like Zapier or Make. If you don't mind having these automations as active, then it would have to be the case that you would need to have an automation for each currency.

    I can see how having a way to compare the value of deals against a global value, per say, would be beneficial, so I would be more than happy to submit this as feedback.

    We forward all customer feedback directly to our product team through an internal channel, so I can ensure you that your feedback is valued and taken into consideration for future product improvements. 
    ​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. 

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