Hello,
I want to establish a connection from Make to Pipedrive. The automation involves having a custom field in my deals in Pipedrive. When a certain option is selected from a dropdown menu, products should be automatically added to the deal. I have reached this point so far. I use a router with text verification based on the selection for various options in the dropdown menu.
To test, I have now added another field in Pipedrive named “Products Added” with two values: “In Progress” and “Done.” I have added an IF condition that checks if the status of the field is “In Progress.” This should be the default state. At the same time, within the same condition, it checks if one of the templates is selected. If so, the process continues and the router decides which path to follow depending on the template. After the products are added, the status changes from “In Progress” to “Done.” This now seems to work, but the problem is that Make still queries Pipedrive several times after the automation has been executed to check if there have been changes in the deal. My guess is, this is most likely because the deal information changes after adding products.
Now my question is, how can I prevent Make from doing that? Is it always mandatory that it checks for new deal updates, no matter what? Is it possible that I can somehow just make it so it just works when specific deal information has been updated? (New Deal Event seems to run, no matter what Information get’s updated)
Thanks for the help!
Oh, quick edit:
Produkte hinzugefügt => products added
in Bearbeitung => in Progress
Fertig => Done
Vorlage => Template
