We need to create a workflow based on the age of a deal, how is it possible?

Marketing_630
Marketing_630 Member Posts: 1 PIPEDRIVE TEAM
edited July 2022 in Workflow Automation #1
We need to create a workflow based on the age of a deal, how is it possible?

Answers

  • Filipe Portela
    Filipe Portela Posts: 20 PIPEDRIVE TEAM
    First Comment Pipedrive Team Photogenic First Anniversary
    edited March 2020 #2
    Hey there! Pipedrive doesn't have time based triggers yet. But I'd like to know a bit more of what you had in mind to see if there's some solution for it,
  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,483 CONSULTANT
    First Answer 5 Insightfuls 5 Up Votes First Anniversary
    edited July 2022 #3

    It can be done with a 'Deal is updated' trigger.

    It would heavily depend on making updates to the deals though.

    A second option would be to use a dummy custom field, create filters, bulk-edit the dummy field, which will have a automation tied to it.  

  • ISA AYDIN
    ISA AYDIN Member Posts: 8
    First Comment
    edited May 2020 #4
    zapier