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


0 votes

· Last Updated -


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


  • Steffen Hepp
    Steffen Hepp Posts: 36
    10 Comments Second Anniversary 5 Up Votes Photogenic
    edited June 2022 #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