Is there a way to use automation to connect a product to a deal?

David Ernst
David Ernst Posts: 2
edited July 24 in Workflow Automation #1
Is there a way to use automation to connect a product to a deal?

Answers

  • Amit Sarda - Pipedrive Consultant - AmitSarda.xyz
    edited March 2020 #2
    What would be the flow?

    - Trigger
    - Conditions
    - Action
  • David Ernst
    David Ernst Posts: 2
    edited March 2020 #3
    I'm pretty new to all this, but here's my attempt:
    - Trigger = a deal is updated
    - Condition = the deal status has changed, the deal is Won, the deal pipeline is [X]
    - Action = create deal with the organization in pipeline [y], add product to the deal

    I can do everything, except the last action.
  • Paulo_82
    Paulo_82 Ex-Pipedrivers Posts: 8
    Pipedrive Employee
    edited July 13 #4

    Hey there David, unfortunately there is no way to do it using our native workflow automation, but you can do it using Zapier in the case would still do the automation to create a deal and a zapier just to add the product to it. 

    Trigger: Deal matching filter [Create a filter where deal created is today and Deal Pipeline is [Y]] - so new deals resulting on that automation matchs this filter and you trigger this zap
    Action: Add product to deal 
     

  • Amit Sarda - Pipedrive Consultant - AmitSarda.xyz
    edited March 2020 #5
    @David Ernst Is that just one specific product? Or do we have to choose which product to link to the new deal?