Help with automation - can a deal be "looked up" to extract data?

Paul_41944
Paul_41944 Member Posts: 2 VERIFIED MEMBER
edited April 24 in Workflow Automation #1

Hello Pipedrive forums, this is my first post!

I'm working on building out Pipedrive to support reaching out to MANY clients to add them to a call generation/ad campaign.

I am using an existing deal as a "master deal", and want to use the deal ID to look up the deal. I am thinking about adding the deal ID to a different lead/deal, which would trigger an automation to find details on the master deal (with the ID) to be able to copy/fill into the selected item.

Is this possible?

Paul

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  • Helio
    Helio Pipedrive Team Posts: 62 PIPEDRIVE TEAM
    10 Comments Pipedrive Team
    edited May 2021 #2

    Hello,

    Unfortunately, our automations do not do lookups. What the automation can do is grab all the info from the item that triggered it.

    For lookups, I would recommend using Zapier.

    If you are interested and would like some help, please reach out to our support team.

    Here are the different ways in which you can reach out to us - Contacting Pipedrive support

  • Paul_41944
    Paul_41944 Member Posts: 2 VERIFIED MEMBER
    edited May 2021 #3

    I appreciate the reponse! I am familiar with Zapier and will look there.

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