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Best answer

How do I trigger a zap based-on the addition of a label?

P

How do I trigger a zap based-on the addition of a label?

Using Pipedrive CRM, I use labels to identify Clients, former clients, etc. When a deal is won, I add the label “clients” to the person. 

 

Also, is there a way to trigger a zap based-on a deal being won? 

 

Thanks for your help in advance! 

 

Patrick

Best answer by PatrickM

Thanks for the reply! I don’t see where I can filter by “deal won”, however, I was able to change the pipeline stage within Pipedrive, and filter on that. 

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4 replies

Satya09
Forum|alt.badge.img+7
  • Satya09Beginner
  • Beginner
  • 143 replies
  • July 12, 2022

Hello @PatrickM 

I can find a Updated Deal Stage trigger for Pipedrive  App. Just use that adding a Filter that checks whether the deal stage is won or not.

 

Try using this and let us know 

 

jesse
Forum|alt.badge.img+9
  • jesseArchitect
  • Architect
  • 1348 replies
  • July 13, 2022

Hey @PatrickM! Just wanted to check in here to see if you were able to get things working with @Satya09’s advice. Let us know - we want to make sure you’re able to get this working how you want it to!

P
  • PatrickMBeginner
  • Author
  • Beginner
  • 1 reply
  • Answer
  • July 14, 2022

Thanks for the reply! I don’t see where I can filter by “deal won”, however, I was able to change the pipeline stage within Pipedrive, and filter on that. 

jesse
Forum|alt.badge.img+9
  • jesseArchitect
  • Architect
  • 1348 replies
  • July 15, 2022

@PatrickM thanks for the heads up! So glad you were able to get this one sorted. 🙂 We’ll be here if anything else comes up! 

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