rooting and workflow problems/suggestions

I have met 2 problems that i do not know how to solve. Maybe you would like to take those problems into account thinking about new functionalities. (or maybe there is solution i do not know)

 

1) we can set numbers of days when deals start rooting. but when there is new activity then time is reset. I would like functionality that will show me when deal is on specific stage more than „X” days, no matter if there were activities or not (to avoid situation when deal is very long time in 1 stage) – without necessity checking it in the detail view of the deal

 

2) i would like to make workflow automation like this:

Trigger: deal updated

Condition: 

if deal lost reason is „xxx”

and

if chosen Organisation custom field is „yyy”

then: send email

the problem is that when i choose trigger: deal updated then conditions are only connected with deals (i can not choose Organisation custom field)

 

i would be grateful if you have any solutions for mentioned problems

0
0 votes

· Last Updated -

Comments

  • Martin Pecha_2338
    Martin Pecha_2338 Posts: 192
    100 Comments Second Anniversary 5 Likes Name Dropper
    edited February 24 #2

    Hi @Mariusz Sucharski 

    there is a workaround with the filters aroun pipelines. You can set filter below and combine wiht zapier - whenever new deals trigger this condition, you will get notification. This hopefully will be improved soon with date base triggers

    image

     

    Second problem can be solved in similar way with zapier

    image

     

    You can also do these two polo automatic workflows in pipedrive 

    1. When deal lost reason is xy - update some helping custom organisation field ("HELP")

    2. If custom field "HELP" is updated and organisation name is XYZ, send an email

     

    Best,

    Martin

  • Mariusz Sucharski
    edited October 2020 #3

    Hi @Mariusz Sucharski 

    there is a workaround with the filters aroun pipelines. You can set filter below and combine wiht zapier - whenever new deals trigger this condition, you will get notification. This hopefully will be improved soon with date base triggers

    image

     

    Second problem can be solved in similar way with zapier

    image

     

    You can also do these two polo automatic workflows in pipedrive 

    1. When deal lost reason is xy - update some helping custom organisation field ("HELP")

    2. If custom field "HELP" is updated and organisation name is XYZ, send an email

     

    Best,

    Martin

    i think it doesn't solve all issues, but thank you very much for your reply