Hi there, Daniel from Cyclr here again, and today we’re going to be looking at automating Pipedrive using Cyclr.
What we’re going to do here is we’re going to be using just the Pipedrive connector. Make sure that’s installed and ideally authenticated so you can dynamically draw fields from your Pipedrive account.
What we want to do first off is we’re going to be looking at automating deals as they change in your pipeline. Go ahead and open deals and we’re going to use this updated deal method here, which we just drag onto the builder. This is going to trigger the entire process we’re about to build.
Once this deal has been updated, let’s get the deal so we can get more information about it. We connect the two up here, and set this up by saying what the deal ID is, which we can get from the previous step here.
What we’re going to be doing is we’re going to look for deals that are at a particular stage of a pipeline. What we can do is we use our decision step here, I can drag this on here, connect it up. When we’re setting this up, we’re going to be using the updated deal, field.
Then if we go down to stage ID here, and we want to do on the condition of equals, what we get here is a lookup table, this will look into your Pipedrive and show you all your available stages within a pipeline. You can actually then scroll through it here and select one. I’ve chosen one called ‘profile construction’. When the deal has been found to be on this step, what we can do is follow the true branch and update the deal.
We can connect that through the true branch and set it up. The initial stages here, you just want to tell it what the deal ID is here, but the main thing you want to concentrate on is at the bottom with a stage section.
What we can do is we also get another lookup field and we can actually select another stage on the same pipeline or another pipeline depending on what you want to do. What that will do is let’s just move that to scheduled for now. Let’s close that.
When this cycle now runs, it will look for a deal when it’s updated. If it finds that the deal is currently on ‘profile construction’, it then sends the deal to a completely different stage or a different pipeline. So this is really useful if you’ve got other teams that operate on different pipelines and maybe work on a specific section of your business.
You can also extend this by adding activities, as reminders to people that are going to be dealing with it. Or if you want to do multiple changes depending on different stages of the rest of your pipeline, you can use the no field here and you can make decisions that like this. Looking for different parameters and different stages.
There’s a lot of different things you can do. You can make really large automations that will automate a massive chunk of your business. So have a play around with it and let us know what you come up with because we’re really keen to see what people can make.