What's the best way to trigger automation based on deal rotting?

Nathan Weill_249
Nathan Weill_249 Member Posts: 13
edited July 2022 in Workflow Automation #1

 

Tagged:

Comments

  • Nathan Weill_249
    Nathan Weill_249 Member Posts: 13
    edited February 2022 #2

    Ended up with Zapier. The trigger is Deal Matching Filter in Pipedrive. 

  • Mike van der Valk
    Mike van der Valk Product Manager Posts: 3,169
    2500 Comments 100 Likes Third Anniversary 5 Answers
    PRODUCT MANAGER
    edited April 2020 #3
    Nathan Weill said:

    Ended up with Zapier. The trigger is Deal Matching Filter in Pipedrive. 

    Yep, date triggers are planned though for the future but right now Zapier is the best way to go!

  • Rasmus Kriegel
    Rasmus Kriegel Member Posts: 1
    edited February 2022 #4

    Maybe this could work

    image
  • Sylvain
    Sylvain Member Posts: 43
    Third Anniversary 10 Comments Name Dropper Combo Breaker
    edited April 2020 #5
    Nathan Weill said:

    Ended up with Zapier. The trigger is Deal Matching Filter in Pipedrive. 

    I look forward !!

  • Nathan Weill_249
    Nathan Weill_249 Member Posts: 13
    edited April 2020 #6
    Rasmus Kriegel said:

    Maybe this could work

    image

    Thank you @Rasmus Kriegel , this won't work in this situation because I'm looking to trigger when the deal enters rotting. This triggers when the deal is updated. 

  • Rodrigo Villa
    Rodrigo Villa Member Posts: 2
    edited May 2021 #7
    Nathan Weill said:

    Ended up with Zapier. The trigger is Deal Matching Filter in Pipedrive. 

    Any time table on this Mike ?

     

  • Nikolaos Tsivdaris
    Nikolaos Tsivdaris Member Posts: 1
    edited October 2021 #8
    Nathan Weill said:

    Ended up with Zapier. The trigger is Deal Matching Filter in Pipedrive. 

    Hi, how did you make it work with Zapier. Thank you in advance. 

Categories