Leads Inbox7 followers20 questions173 posts
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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?
This was mentioned somewhere else by someone else but I cannot find it anymore. So - just to make sure it gets captures, here's the gist of it.
1. As part of permissions and visibility, the LEADS object should be added so general visibility settings for leads can be set by an admin.
2. Similar to the way this works for ORG/PERSON/PRODUCT and DEAL - one should also be able to override these settings on a lead by lead basis.
3. This then consequently also means that several permission sets need to be added for leads:
- Add leads
- Edit... (More)