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Search results
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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...- marketingiplnt
- Thread
- Replies: 4
- Forum: General Discussions 🎙️
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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...- marketingiplnt
- Thread
- Replies: 2
- Forum: General Discussions 🎙️