Changing name of stage, will that mess with automation?

Ryan Servant
Ryan Servant Member Posts: 1
edited July 2022 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.

Comments

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,091 PIPEDRIVE TEAM
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    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
    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