Dynamic Fields - Activities - Workflow Automations

Jazmin Poyser
Jazmin Poyser Posts: 26
10 Comments

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. 

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Regardless of the above use case, having dynamic fields in Activity Descriptions, just like in Email Templates would be very very useful

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  • Jazmin Poyser
    Jazmin Poyser Posts: 26
    10 Comments
    edited 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. 

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  • Nuno Oliveira
    Nuno Oliveira Posts: 92 PIPEDRIVE PRODUCT MANAGER
    10 Comments Second Anniversary 5 Likes Name Dropper
    edited April 27 #3

     

    Hi @Jazmin Poyser ! This is now possible with the Automation version.

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