Automation on deals already exist
Horia Grozea Posts: 1
edited July 2022 in Workflow Automation #1
I manage to create thousands of deals over API and put them in the first step of pipeline.
Now I want them to take them and make follow up on them automatically. How can I do that?
All the automation flows are for new deals/activities etc not for existing ones.
Amit Sarda - Pipedrive Consultant - AmitSarda.xyz Posts: 1,253edited August 2021 #2
You can create activities for existing deals using a CSV import, or use a custom field to trigger an update, which would be a trigger to create a new activity.0