Recent content by marketingiplnt

  1. M

    Auto-assign owner on PipeDrive

    Thank you for your help! I was abble to set everything up successfully!
  2. M

    Auto-assign owner on PipeDrive

    Hi Arshil! I managed to set up routers on one workflow just fine (([Form] Gestão 2024)) (image 2). However, when I tried to do the same to my other workflows, I couldn't find my previous step answers (image 1). My current workflow is looking like this: 1. Facebook Lead Ads: New Lead 2...
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    Auto-assign owner on PipeDrive

    Hi everyone. I'm setting up Pipedrive CRM for a business that requires automatic deal owner assignment. My current automations are as it follows: 1. Facebook Lead Ads: New Lead 2. Pipedrive: New person 3. Pipedrive: New Deal I used to use Pipedrive's own auto-assignment, however, it's too...
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    custom data fields on pipedrive

    thank you soooooooooooo much
  5. M

    custom data fields on pipedrive

    Hi there. I have a few automations from facebook ads to pipedrive. these are the steps: 1.Facebook Lead Ads: New Lead 2. Pipedrive: New Person 3. Pipedrive: New Deal On step 2 i can see and edit all my pipedrive custom data fields, however, on step 3 my deal related custom data fiealds are not...
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