Deleting open activities when a Deal is marked Won or Lost

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Sandra Beer
Sandra Beer Member Posts: 3 VERIFIED MEMBER
edited April 24 in Workflow Automation #1

I was looking to create a workflow automation that will delete any open activities when a deal is marked won or lost. Apparently the system isn't capable of this, at this time. 

Does anyone have any work around ideas to help us keep our to-do Activities accurately reflecting the work that needs to be done? 

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  • Boris Tsibelman
    Boris Tsibelman Member Posts: 841 VERIFIED MEMBER
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    edited February 2022 #2
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    Hi Sandra,

     

    There is currently no automation in PD that can delete activities related to deals that are Won or Lost 

  • Sandra Beer
    Sandra Beer Member Posts: 3 VERIFIED MEMBER
    edited January 2021 #3
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    Hi Sandra,

     

    There is currently no automation in PD that can delete activities related to deals that are Won or Lost 

    Yes, thank you, I figured that out. I was looking to see if anyone found it to be a concern and if they had any work arounds that would help keep our activities up to date.

  • Brad Krause_13404
    Brad Krause_13404 Member Posts: 373 VERIFIED MEMBER
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    edited January 2021 #4
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    Hi Sandra,

     

    There is currently no automation in PD that can delete activities related to deals that are Won or Lost 

    @Sandra Beer I don't see a way with automation. There isn't even a way to update an activity after it is won, say change the name. You could however create a filter in your activities filters to only see those activities I think. Then you could easily batch delete them.

     

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  • Sandra Beer
    Sandra Beer Member Posts: 3 VERIFIED MEMBER
    edited January 2021 #5
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    Hi Sandra,

     

    There is currently no automation in PD that can delete activities related to deals that are Won or Lost 

    That could work! It would be faster than filtering in list view and going into each deal to delete activities individually (which has been my work around so far). Thanks!

  • Dave_68080
    Dave_68080 Member Posts: 11 VERIFIED MEMBER
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    edited February 2022 #6
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    I would need that too! Would be great if Pipedrive can implement that!

  • TT
    TT Member Posts: 17 VERIFIED MEMBER
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    RT, i'm also in the need of when deal is lost or won put activities to done/delete

  • Liz (Ops Designed)
    Liz (Ops Designed) Member Posts: 211 VERIFIED MEMBER
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    Hi @TT -

    This is something that could be done via a third party tool, such as Zapier, but cannot be done with Workflow Automation. Otherwise, I agree with Boris’ suggestion above of using filters to batch delete activities if you don’t want to use a third party tool.

    Feel free to check out this video on how to set up filters https://youtu.be/mRChbJ3Kzmc or this one on how to use a filter to make batch updates https://youtu.be/t2_9xbW7vk4

    Please feel free to reach out if you would like additional support.

    - Liz

    Schedule a Working Session | Getting Started with Pipedrive | Pipedrive Integrations

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,579 VERIFIED MEMBER
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    @TT This Make/Integromat blueprint deletes outstanding activities for lost deals.


  • TT
    TT Member Posts: 17 VERIFIED MEMBER
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    @Amit Sarda (AmitSarda.xyz)

    Why do you use in your Scenario the Interator module?

    Only this scenario will use many operations in Make due to the deal events.. its constantly monitoring all deal events...

This discussion has been closed.