Ideas for Zapier automations TUTORIAL
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.
2. Using formulas to update a Deal Custom Field (Commission Calculation example)