Auto-update deal stage based on activity marked 'done'

Ellie Wigodsky Member Posts: 2 VERIFIED MEMBER

April 2022 edited April 24 in Workflow Automation #1

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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Automations

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Josh Buesking Member Posts: 218 VERIFIED MEMBER

April 2022 edited April 2022 #2

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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Amit Sarda (AmitSarda.xyz) Member Posts: 1,609 VERIFIED MEMBER

April 2022 edited April 2022 #3

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,
Amit Sarda
Pipedrive Consulting | WhatsApp | Email | Community

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