Custom field trigger
Pipedrive Pipedrive
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 Published On Jun 16, 2023

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Due to popular demand and frequent use, let’s learn how you can use a custom field to trigger automation.

In this scenario, we’ll set up an automation so that whenever we update a custom field – it automatically creates a deal and activity for the contact.

What you’ll learn:
– How to use a custom field as a trigger
– How to use an update to an existing contact as a trigger

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