When creating a new task, it would be nice if it could be duplicated with the same info as the origi

 

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  • Amit Sarda - Pipedrive Consultant - AmitSarda.xyz
    edited May 31 #2

    You can do this using Pipedrive automation or Make/Integromat.

     

  • Steffen Hepp
    Steffen Hepp Posts: 36
    Second Anniversary 10 Comments Photogenic
    edited June 2 #3

    Pipedrive enables you to do this by using the automations / workflows. If you need to go beyond the given abilities pipedrive has you can still do this with the API and for example the tool MAKE. We did go through this process with the help of @Bernd Auer and his team. You can also contact him directly here in the community. Best regards, Steffen