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PipeDrive Deal Activities


  • Anonymous
  • 0 replies

Hi,

In PipeDrive, I have deals that create activities given certain circumstances. However, when a deal is marked lost, I want all outstanding activities to be deleted. Currently, I have to manually delete each individual activity before the deal is marked as lost. What would be the process to automate this within Zapier? Any help would be greatly appreciated! 

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Best answer by Liz_Roberts 5 May 2020, 16:10

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3 replies

Userlevel 7
Badge +8

Hi @Tobias6 ,

Thanks for reaching out! 

Currently there is not a PipeDrive Trigger to to delete outstanding activities but fortunately, there is a 
feature request open for this option!


I've gone ahead and added you as an interested user for this feature which does the following:

  • Re-raises this issue with the app’s team
  • Adds weight to this feature request in the queue
  • Reminds us to update you once this is resolved

I don't have an ETA on when or if this feature will go into production, but if it does you will be notified via email.

I know that’s not the news you were hoping for but please let us know if you have any additional questions- happy to help!

Hi @Liz_Roberts 

Thanks for the reply!

Is there an option to update all activities and mark them as done when a deal is lost? The problem that I have been running into is I am able to update the activity, but only for a single activity linked with one lost deal, not all of them. Thanks! 

 

Userlevel 7
Badge +12

@Tobias6 - It’s possible to delete all the activities that are associated with a particular deal using a custom Zapier app. We provide this service. If you’re interested, DM me.