Dynamic Fields - Activities - Workflow Automations
We have ran into a blocker to do with needing dynamic fields (using Pipedrive fields) in Activity descriptions - for Activities that are being set up in Workflow Automations.
Here is a screenshot with the sensitive info redacted. The yellow highlight gives an example of where the Pipedrive Data Field is required (where the "xxxxx" is) - in order to prefill an AirTable form.
Regardless of the above use case, having dynamic fields in Activity Descriptions, just like in Email Templates would be very very useful.
Jazmin Poyser Posts: 22edited May 2021 #2
It should also be easier to use the System Data Fields (eg. ID), or view them on the Deal page (Left Hand Side panel), and not just see them in the Pipedrive URL when the Deal page is open.0
Nuno Oliveira Posts: 102edited April 2022 #3
Hi @Jazmin Poyser ! This is now possible with the Automation version.0