Removing to do activities when signing a deal Won
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.
Boris Tsibelman Posts: 998edited April 2022 #2
You might be able to work this in zapier0
Mike van der Valk Posts: 4,052edited 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.0
Tatiana Bazzi Posts: 13edited 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.0
Jake_26433 Posts: 1edited 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!0