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

Marie Offredo_62414

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

Amit Sarda (AmitSarda.xyz)

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

 

 

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

Best,

Amit Sarda

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Boris Tsibelman

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

Tim Claus

Boris Tsibelman said:

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

Boris Tsibelman said:

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

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

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 .