Match my labels with my scoring field
My problem: I would like to optimize/compress my workflows.
I have scored my deals (it is a field as same as name or email), and I want to add labels according to each score (1 to 9). I already created workflows on pipedrive (which works), but I need 18 of them to have it done (too much).
I would like to know if it is possible to have only one or two entries (for deal scoring creation and deal scoring update) ? Even if it's only possible with the use of an external app.
As everytime I change create or update a deal, I want the right label to match the right attached scoring.
Amit Sarda - Pipedrive Consultant - AmitSarda.xyz Posts: 1,310edited June 2022 #2
For complex automation flows like this, I suggest using Make/Integromat.
If you have any other questions or need further help, please don't hesitate to reach out.