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

Marie Offredo_62414
Marie Offredo_62414 Member Posts: 1
edited July 2022 in Workflow Automation #1

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 (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,489
    First Answer 5 Insightfuls 5 Up Votes First Anniversary
    CONSULTANT
    edited July 2022 #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 Member Posts: 851
    5 Likes Premier Solution Provider First Anniversary First Answer
    edited January 2022 #3

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

  • Tim Claus
    Tim Claus Member Posts: 15
    edited January 2022 #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 Member Posts: 15
    edited January 2022 #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 Member Posts: 15
    edited January 2022 #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 Member Posts: 2
    edited July 2022 #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 .