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

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

  • Filipe Portela
    Filipe Portela Posts: 20
    10 Comments Second Anniversary Pipedrive Team Photogenic
    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: 1,357
    1000 Comments Third Anniversary 100 Likes 5 Answers
    CONSULTANT
    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

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