Automatically generated deal name

Karel Pavlicek
Karel Pavlicek Posts: 11
edited July 24 in Workflow Automation #1

I build the workflow automation which generated automatically new deal and I want to create automatically deal name as well so I can add the customer name to deal name. For example  - Cooperation with "@customer_name" - where the field customer_name will be filled automatically.

Thanks for help.

Comments

  • Breandan
    Breandan Posts: 2
    Pipedrive Employee
    edited February 24 #2

    Hey Karel, depending on the trigger for the automation this could be possible using an open bracket "[".  If the trigger is for example, "Person created", in the trigger field for "Deal Title", you can add [deal contact person name] and it should work for you.

  • Karel Pavlicek
    Karel Pavlicek Posts: 11
    edited May 2021 #3
    Breandan said:

    Hey Karel, depending on the trigger for the automation this could be possible using an open bracket "[".  If the trigger is for example, "Person created", in the trigger field for "Deal Title", you can add [deal contact person name] and it should work for you.

    Thanks