Ideas for Zapier automations TUTORIAL

David Silva
David Silva Posts: 2 PIPEDRIVE TEAM
Pipedrive Team
edited August 2023 in Apps and Integrations #1

Hi Pipedriver, 


Today I’m continuing with automations tutorial and this time I’ll show you how to use Zapier integration for optimising your Pipedrive account.


So open your Pipedrive and Zapier tools and let’s make the following automations together:


1. Round Robin - Assigns Deals equally between a defined number of Users.

https://pipedrive.hubs.vidyard.com/watch/kXceDaQgcKPoBQs3M7kgGu


2. Using formulas to update a Deal Custom Field (Commission Calculation example) 

https://pipedrive.hubs.vidyard.com/watch/TLoe4SBbp8g2FQbHwbc6du