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Best answer

Convert Lead to Deal in Pipedrive

  • June 27, 2022
  • 3 replies
  • 455 views
B

Hey I have a question regarding the automation with Woodpecker and Zapier. If the Prospect is marked interested in Woodpecker I would like to convert the lead to a deal. I found some threads from a year ago that there was this option. Does it still exist?

Best answer by jesse

Hey @BrunoO! Just coming in here to confirm that Troy is correct in that there doesn’t appear to be an endpoint to support converting a lead to a deal, which means it’s not possible within Zapier. The advice from GetUWired is going to be your best bet in getting this working:

@BrunoO 

I believe this can be done with Pipedrive workflow automations, https://support.pipedrive.com/en/article/workflow-automation, if your account supports them. 

 

 

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

3 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • June 27, 2022

Hi @BrunoO 

Good question.

Appears the Pipedrive API does not yet have an endpoint for converting a Lead to a Deal.

⚡ Troy Tessalone - AutomationAce.com | Platinum Zapier Solution Partner | #1 Zapier Community Contributor
GetUWired
Forum|alt.badge.img+12
  • GetUWiredZapier Solution Partner
  • Zapier Solution Partner
  • June 27, 2022

@BrunoO 

I believe this can be done with Pipedrive workflow automations, https://support.pipedrive.com/en/article/workflow-automation, if your account supports them. 

 

    jesse
    Forum|alt.badge.img+9
    • jesseArchitect
    • Architect
    • Answer
    • June 28, 2022

    Hey @BrunoO! Just coming in here to confirm that Troy is correct in that there doesn’t appear to be an endpoint to support converting a lead to a deal, which means it’s not possible within Zapier. The advice from GetUWired is going to be your best bet in getting this working:

    @BrunoO 

    I believe this can be done with Pipedrive workflow automations, https://support.pipedrive.com/en/article/workflow-automation, if your account supports them. 

     

     

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