Removing to do activities when signing a deal Won

Tatiana Bazzi
Tatiana Bazzi Member Posts: 11
Third Anniversary First Comment Photogenic
edited July 2022 in Ideas and Product Feedback #1

I would like to integrate an automation that whenever I sign a deal as won, this triggers the removal of specific types of activities still pending on that deal (e.g. follow up).

You can automate it to add activities when signing a deal won but you cannot remove them. It's kind of weird.

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  • Boris Tsibelman
    Boris Tsibelman Member Posts: 872
    1000 Comments Third Anniversary Premier Solution Provider First Answer
    edited April 2022 #2

    You might be able to work this in zapier

  • Mike van der Valk
    Mike van der Valk Product Manager Posts: 3,240
    2500 Comments 100 Likes Third Anniversary 5 Answers
    PRODUCT MANAGER
    edited April 2022 #3

    Thanks for the feedback @Tatiana Bazzi , I've shared it with our internal team to consider. I do also think like Boris you can use Zapier as a workaround for this. 

  • Tatiana Bazzi
    Tatiana Bazzi Member Posts: 11
    Third Anniversary First Comment Photogenic
    edited January 2021 #4

    Thanks to the both of us.

    We are trying to make it simple and use the integrated automations available in pipedrive. We don't have any IT supporting us in this. It's just me in the sales team trying to exploit the use of the CRM and I'm not really confident in running workarounds with another service.

  • Jake_26433
    Jake_26433 Member Posts: 1
    edited January 2021 #5

    Wondering if there has been any updates on this. Very weird you can't at least clear all activities upon certain deal changes. Thanks!

     

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