Request for the Ability to create 'Leads' using pipedrive automations and to also create deals from

A new 'leads' section has randomly appeared in our pipedrive. But to make use of this we need to be able to use automations. 

Currently, automations can only act on activities, persons, deals and not these leads. 

When we get leads, it creates a person (Zapier does this), then, based on the lead source information a deal or activity may be created by a pipedrive automation. 

Obviously, we'd like to utilise or at least try this new leads section before new leads become deals.  :)

This seems like an obvious feature to include and would have been better to complete before releasing this lead section, as currently it is pretty useless and we can't remove it. 

image
image
image
5e8d93c1bf37b3305136b96a_84975.png
5e8d93c11cea654a5ada7f86_90226.png
5e8d93c1eaf0a95955ddf7f8_10072.png
0
0 votes

· Last Updated -

Comments