Changing name of stage, will that mess with automation?

Ryan Servant
Ryan Servant Member Posts: 1 VERIFIED MEMBER
edited April 2024 in Workflow Automation #1

The title covers my question mostly.  I want to change my stage names in my pipeline, but I was wondering if that means I will need to go in and update all of my automations I have set that include triggers based on stage.

Tagged:

Comments

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,027 PIPEDRIVE TEAM
    2500 Comments Fifth Anniversary 100 Likes 5 Answers
    edited October 2020 #2

    Hi @Ryan Servant 

    No worries, this won't break any automations. Automations link with the pipeline or stage ID and this won't change when you update the title.

  • Sammy Barnes
    Sammy Barnes Member Posts: 1 VERIFIED MEMBER
    edited July 2022 #3

    Hi, quick question, can you edit the name of the Pipeline itself without impacting anything else (including the automations), thnx Sammy 

This discussion has been closed.

Categories