Updating deal value from custom field

Dan Strutt_17241
Dan Strutt_17241 Member Posts: 9 VERIFIED MEMBER
Second Anniversary Name Dropper First Comment Photogenic
edited April 24 in Workflow Automation #1

Hi - I currently have deals created automatically in Pipedrive when a website visitor completes a Typeform on the website. One of the Typeform questions is 'how much can you spend each month' - This updated a custom field in the Pipedrive Deal with the same name.

I want this field to update the actual Deal Value field in Pipedrive but am having trouble.

So it should be custom field > updated deal value.

The automations I've tried do not seem to be working...

Does anyone know any solution to this?

 

Tagged:

Comments

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,063 PIPEDRIVE TEAM
    2500 Comments Fourth Anniversary 100 Likes 5 Answers
    edited February 2021 #2

    Hi @Dan Strutt 

    It's probably easiest to use the build in web forms from Pipedrive, or to connect the contact form field you have not to a custom field but to the deal - value field directly via API.

This discussion has been closed.

Categories