Is it possible to automate the deal value to be the sum of two custom fields?
Most new client engagements for us are an upfront (one-time) value, coupled with a monthly recurring value.
This doesn't fit with the subscriptions feature, so I wanted to create two custom fields on the deal record, one for upfront/one-time value and one for recurring value and then use an automation to set the total deal value based on the upfront/one-time plus the recurring value times our average client lifetime.
[Deal Value] = [Upfront Value] + ( [Recurring Value] * XX )
where XX is the average lifetime of a client in months
However, it's not possible to put anything other than a number into the value field in an automation.
Is simple math and the ability to use square brackets in numeric/currency fields coming possible and I'm missing something? Is this a planned feature?
And while we're at it, is there a better way to accomplish what I'm trying to do?
Comments
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Hi Steve unfortunately for the moment you cannot use calculated fields on Pipedrive. For lot of customer we do that using api. Let me know if you need help
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Hello @Steve Robinson ,
I would recommend Zapier as it is possible to create math operations to update the deal value - https://zapier.com/blog/updates/593/introducing-formatter-by-zapier
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