Trigger: Create or update Person
Action: Create Deal
It would be great if Pipedrive automations would allow to use custom fields from the linked Person to base the value of the deal on.
I agree. When the “lead“ converts to a deal, the deal record should be able to get updated with the person information From which it was triggered.. Currently we do this is zapier.
Thanks for sharing, since it was posted under the tag "feedback & feature suggestions" this will automatically land on the desk of the Product Manager responsible for automations. Enjoy your Sunday!