Logical functions in Pipedrive
I'm looking for a way to add logical functions in pipedrive like IF FIELD a=x and FIELD b=y THAN FIELD c=z.
For example IF COUNTRY = UK + SEGMENT = Marketing Manager OR Sales Manager THAN TARGETGROUP=UK Marketing
Is this possible with Pipedrive? What solutions are you using for similar problems?
Fabrizio Nicolosi_33821 Posts: 203edited April 2021 #2
Hi Thomas the solutions is to create filter with that condition and then create a workflow that triggers that filter.
For example create a filter with condition UK + Segment and call the filter "UK+Segment". At the end create a workflow that trigger filter is "uk+segment" and action is TARGETGROUP=UK Marketing
Let me know if it's clear0
Thomas Schalow Posts: 3edited April 2021 #3
thanks for that. Seems really easy and straight forward. I'll try out the workflow function. So fast I was thinking about Zapier or automation.io connection.
Thank you very much0