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I would like to build an automated workflow which will post leads landing in Pipedrive and a daily summary of leads responded to, to a Slack channel.
There does not appear to be any triggers specifically for leads, only deals. I guess I'm looking for a "Leads created" trigger.
Is there something I am missing or does a work-around exist?
Does anyone know if there is a way to stop deal rotting when a deal has an activity scheduled?
I have an action to call in 2 weeks but deal rotting is set up for 3 days
If not is there a option for developers to look at adding a option when setting the deal rotting to say 'Exclude Deals with Activities Set' this would be really helpful so that they do not keep rotting
Thanks so much xx
We have two pipelines in our PD - New Business and Repeat Business.
And it's easy to track the Source of new business as a custom field when you get a new lead. But it's hard to find the original source of the leads after it moves to the Repeat Business Pipelines when you have multiple people involved and multiple products are purchased.
For us, the Source is Google Ads, SEO, LinkedIn etc channels where the leads come from.
As there is no conditional logic in the custom fields, we have to feed the data for both pipelines.
Do you... (More)