Need Help - PipeDrive to Google Forms to Automate.io
Pipedrive is very weird in the things it lets you do and not do. I'm sure there is a method to the madness that I haven't learned it yet, but some of these limitations seem elementary. This may be a simple question.....we'll see:
There is an "ID" tied to my deals that shows when I turn on the filter option for it. But I cannot get this "ID" field to show anywhere on the deal itself or show as one of the options when creating a workflow. It is a system field so I can't modify it in any way.
My plan is when a project hits a certain "status", it emails a template that contains a link to a Google Form to upload documents and input info. That form then gets sent back into Pipedrive through Automate.io to update the deal info. The issue is, I need this deal ID to do that. It will not show as a selection in workflows, email templates or anywhere other than the filter view. Any suggestions?