Auto-update deal stage based on activity marked 'done'
Ellie Wigodsky Posts: 2
edited July 2022 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.
Josh Buesking Posts: 100edited 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.0
Amit Sarda - Pipedrive Consultant - AmitSarda.xyz Posts: 1,253edited April 2022 #3
It is doable using Pipedrive's automation capabilities or using Make/Integromat.
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