Product Validation

Jeff Decker
Jeff Decker Posts: 6

Has anyone set anything up where if Product A is added to a deal that the user be reminded that Product B might also be needed in conjunction with Product A.  
For Example you added Widget 200 to the deal.  Do you need to add Setup Fee 250.

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  • Mike van der Valk
    Mike van der Valk Posts: 4,058
    2500 Comments 100 Likes Third Anniversary 5 Answers
    edited October 2020 #2

    Hi @Jeff Decker  this is unfortunately not possible with Pipedrive's automation at the moment, but you could try to set it up via Zapier. Potentially you can filter out deals with certain products attached and automate an email to the deal owner to not forget about other products..

    It's a bit of a stretch but might work. I've added the "feedback" tag to your post though so that your comment will reach our team and will potentially inspire them for future updates to the workflow feature in Pipedrive.