Automation with a custom field in person.

Aleksandr Salekh
Aleksandr Salekh Member Posts: 8 VERIFIED MEMBER
First Comment
edited September 6 in Workflow Automation #1

Hey, Pipedrivers!    

I have Custom Field in Person named "Category". This field contains number. From 1 to 5. It is analog of rating to list of contacts I have.  

I want to create an Automation Workflow where it triggers on finishing type of activity "Call" and in dependence of number in custom field "Category" set new call in next day\week\month\year and etc.

Is it possible to do so with custom field in person?

Thank you in advance. 

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Answers

  • Inês Batata
    Inês Batata Posts: 2,027 VERIFIED MEMBER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited August 2020 #2

    Hi @Aleksandr Salekh !

    With the current options in automations it's not possible to compile all of these conditions in the same trigger, unfortunately. I've made sure to send your suggestion to our team so they can take it into consideration in future developments.

    I would suggest using something like Zapier or Automate.io to achieve this, check them out in our marketplace.

  • Marcelo Silva
    Marcelo Silva Member Posts: 240 VERIFIED MEMBER
    Fourth Anniversary 100 Comments Photogenic
    edited August 2020 #3

    Você pode criar um Filtro para cada numero do seu campo.

    Exemplo de Filtro: me mostre Negócios que a atividade "Chamada" foi concluída hoje e que o campo Categoria seja 1

    E faça um para cada categoria

     

    Ai no Integromat.io você cria uma automação que o Gatilho seja Watch Deals

     

    Seleciona este filtro

    E depois escolhe a ação.

     

    https://www.loom.com/share/956512fffffb408a83939235291623be

     

     

    Eu faço exatamente isso para um cliente que tem 30 vendedores externos.

     

    Nos criamos categorias, e a partir destas categorias, geramos atividades recorrentes. 

     

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