Workflow automation: Delete open tasks or activities when Deal stage changes

Hi all, 

I was wondering if there is any option to "delete" open tasks from a workflow automation after moving a deal in the pipeline?  

  • Ex: Inbound deals are in a "New" stage in my pipeline > a workflow plan 6 tasks on the next 10 days for this deal.
  • Expected > I made the 1st task and get a response from my prospect and then I move the deal to another stage "Interested" so it deletes all the next tasks that were planned.

Thank you in advance, 

Marie

Comments

  • Amit Sarda - Pipedrive Consultant - AmitSarda.xyz
    edited July 22 #2

    You can do this using Make/Integromat, but not using Pipedrive's workflow automation.

     

    image

     

    If you have any other questions or need further help, please don't hesitate to reach out.

    Best,

    Amit Sarda

    Book a Call | Pipedrive Consulting | WhatsApp | Email

  • Boris Tsibelman
    Boris Tsibelman Community Driver Posts: 1,037
    1000 Comments Second Anniversary Combo Breaker Photogenic
    edited January 27 #3

    You can mark the task as "done" using a pipedrive automation rule. 

  • Tim Claus
    Tim Claus Posts: 15
    edited January 27 #4

    You can mark the task as "done" using a pipedrive automation rule. 

    Hi Boris, 

    could you please elaborate on that? I wanna delete or mark an activity with a certain topic as done when the deal leaves a certain stage.

    Help/Input is highly appreciated :)

  • Tim Claus
    Tim Claus Posts: 15
    edited January 27 #5

    You can mark the task as "done" using a pipedrive automation rule. 

    Hi Boris, 

    could you please elaborate on that? I wanna delete or mark an activity with a certain topic as done when the deal leaves a certain stage.

    Help/Input is highly appreciated :)

  • Tim Claus
    Tim Claus Posts: 15
    edited January 27 #6

    Hi , 

    could you please elaborate on that? :) 

    I wanna delete or mark an activity with a certain topic as done when the deal leaves a certain stage.

    Help/Input is highly appreciated :)

  • Ayesha_87310
    Ayesha_87310 Posts: 2
    edited July 22 #7

    Hi, I also looking for this ... once the lead qualifies to move in the deal pipedrive the activities associated with it keep coming in the deal pipedrive ... how can I delete all the activities associates with  the lead  once it is moved to the deals pipedrive .