Suggestion for automation actions: use custom fields from trigger when defining the deal value

involve.me
involve.me Posts: 6
Integration Partner

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.

image
5ea31f30f070cc49150b9727_87065.png
0
0 votes

· Last Updated -

Comments

  • Sam Karim
    Sam Karim Posts: 37
    edited April 29 #2

    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.

  • Mike van der Valk
    Mike van der Valk Posts: 4,389 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited April 29 #3

    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!