If Then Statements?

Dustin
Dustin Member Posts: 2 NEW MEMBER
edited May 26 in Ideas and Product Feedback #1

I'm trying to build a custom field with a IFF statement….not sure if this is possible in Pipedrive.

Basically if the Deal Orgin is X then multiply deal value by 123, if not then mulitply deal value by 234.

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  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,498 COMMUNITY MANAGER
    1000 Comments Fourth Anniversary 250 Likes 25 Answers
    #2

    Hi @Dustin , automation branching is coming very soon, which will allow for this kind of setup. Your feedback has been sent to our product team.

  • Max Connex.digital
    Max Connex.digital Member Posts: 10 VERIFIED MEMBER
    First Comment Photogenic
    edited May 26 #3

    This is quite tricky to do in the current Pipedrive automations system, but one approach is this:
    - Create a custom data field called "Value Multiplier" (numerical)
    - Set your current deals to have a value for this field
    - Create another custom field "Calc Value" (monetary)
    - Tick "Apply formula to deals" and in formula you want to use #Deal value * #Deal Value Multiplier
    - Tick the last box as long as you have a value for Value Multiplier in every existing deal.

    Screenshot_170.png

    Then you want to setup 2 automations:
    - When Deal Updated
    - Instant condition - Deal Origin is X
    - Update Deal fields
    - Value Multiplier to Y

    Screenshot_171.png

    There's no "Else" so you just save this automation, duplicate it, and change the values of X and Y.

    Then you make a 3rd automation that is triggered when Deal Updated, and condition Calc Value is changed, and update Value to Calc Value's value.

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