Pipedrive Workflow Automation Hack: How to Combine Data Sets for Triggers and Conditions

Struggling with Pipedrive's workflow automation when your trigger data doesn't match your condition data? In this video, I will show you a hack to make it work seamlessly. Learn how to set up conditions based on different data sets, whether it's triggering an action with deal data but needing person data or vice versa.
0:40 - How to hack your workflow automation
4:30 - How to apply this hack to other types of Triggers
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[@etiennep4415]

thank you

[@opsdesigned]

You're very welcome!

[@Terwilligrrr]

Thanks this video has been helpful.
I often times put my activity in the organization level and i am hoping to create an automation that will automatically link this with an open deal. Do you know if this is something possible? Seemed like this was close but cant quite figure it out.

[@opsdesigned]

Glad you found this helpful! When creating an activity you have the option of linking it to a Person, Deal, and Organization. An Organization can have many open deals, so if your automation trigger is related to an organization, you won't be able to identify the correct deal. If your automation is "Deal Updated," for example, you can link the activity to the Deal and Organization.