Auto-update deal stage based on activity marked 'done'
Ellie Wigodsky
Member Posts: 2 VERIFIED MEMBER
Is it possible to create a workflow automation that is triggered by an activity being marked as done that automatically moves the deal associated with the activity to a new stage in the deal pipeline? I tried building one, but it doesn't seem to work.
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I'm not aware of a way to do it with pipedrives built in automation but a 3rd party like zapier or make can do this.
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It is doable using Pipedrive's automation capabilities or using Make/Integromat.
If you have any other questions or need help, please don't hesitate to reach out.
Best,
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