Automatically Transferring Notes from Deals to Projects When a Deal is Won

Matt McCall
Matt McCall Member Posts: 2 VERIFIED MEMBER
Photogenic
in Workflow Automation #1

Outcome Description:
When my team marks a deal as 'Won' and creates a project, we need the notes from the deal to transfer into the corresponding project. Pipedrive's AI chatbot said this isn't currently supported, so we're having to copy and paste all the notes from every deal into it's corresponding project. The chatbot also said this wasn't supported by Pipedrive's native automations. We're open to using 3rd party apps or other means if needed. It's definitely a common-sense automation that would save our team a lot of time. Does anyone have a workaround or has anyone solved this problem and if so, could you share what you did? Including screenshots.

Deal with notes:

Deal Notes.png

Deal marked as 'Won' and project created:

Project Created from Test Deal.png

Any help would be greatly appreciated, thanks!

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Answers

  • Nikolai Sokolov
    Nikolai Sokolov Member Posts: 234 VERIFIED MEMBER
    Fourth Anniversary 100 Comments 25 Up Votes 5 Answers
    #2

    Hi @Matt McCall ! Make can handle this quite easily. Projects are poorly supported in workflow automations and filters in general, so we use it a lot. The idea:

    • make a workflow automation that triggers when a project is added (make sure its linked to the deal)
    • use webhook step and pass over deal_id and project_id
    • in make, fetch notes from the deal
    • create notes and link them to projects

    Note: native pipedrive actions are limited and dont let you link to a project, but the API supports that. Use HTTPS request step and do a regular API request to create a note and link it to the project.

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