Updtade an Custom Field by Email



Can I send an Email to the "Deal specific address" with some content in order to UpDate an Custom Field? 

The only way is the API to update customs fields from others plataforms?


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  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited April 29 #2

    Hi @David Cabrera , thank you for your question.

    Deal-Specific Smart BCC is designed solely to make a certain email message get linked to a certain deal without the user having to do that extra step manually. I'm afraid it won't populate or update any fields (custom or default ones) with data from the email message, and our Workflow Automation feature also doesn't read the data from the email body.

    If you're looking to update Pipedrive fields with data from other software, then API is for sure your best bet (learn all about our API here). We suggest using something like our integration with Zapier, for example.