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Best answer

Deal matching custom fields

  • July 26, 2021
  • 1 reply
  • 36 views

Hello!

[PIPEDRIVE]

I would like to create a zap that would change the label of the deal according to start and end date (custom fields).

I am wondering if it would be the best to do it through “deal matching filter” or use webhook ?

 

 

Best answer by Troy Tessalone

Hi @Sales 

You may be able to use Pipedrive Workflow Automations instead of a Zap: https://support.pipedrive.com/en/article/workflow-automation

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1 reply

Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Zapier Orchestrator & Solution Partner
  • 34061 replies
  • Answer
  • July 26, 2021

Hi @Sales 

You may be able to use Pipedrive Workflow Automations instead of a Zap: https://support.pipedrive.com/en/article/workflow-automation