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Convert Lead to Deal in Pipedrive

  • 27 June 2022
  • 3 replies
  • 284 views

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?

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Best answer by jesse 29 June 2022, 00:45

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3 replies

Userlevel 7
Badge +14

Hi @BrunoO 

Good question.

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

Userlevel 7
Badge +12

@BrunoO 

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

 

Userlevel 7
Badge +9

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.