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
Comments
-
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
Second problem can be solved in similar way with zapier
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
0 -
Martin Pecha said:
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
Second problem can be solved in similar way with zapier
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
0
