Pipedrive + Smartsheets
When a deal in my pipedrive reaches a new stage 'Job Scheduled' it automatically adds a new row to Smart Sheets with a Task Name and Duration. What I need Smartsheets to do next is automatically enter a starting and end date based off of the row above Predecessors and autofill a new Predecessors for the next row that will eventually be populated below it.
I then have it setup so that it send a note back to Pipedrive with the Scheduled Date and updates anytime it is altered in Smartsheets. Please tell me the auto fill starting date and Predecessors is possible!!!
Answers
-
Hi,
Interesting, but unfortunately I don't think it's possible except maybe with the API. I'll get back to you if I think of something that could work.
Have a fantastic week!
Best,
Andrée Starå
Workflow Consultant @ Get Done Consulting
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
-
This content has been removed.
Help Article Resources
Categories
- All Categories
- 14 Welcome to the Community
- Customer Resources
- 64.9K Get Help
- 441 Global Discussions
- 139 Industry Talk
- 471 Announcements
- 4.9K Ideas & Feature Requests
- 129 Brandfolder
- 148 Just for fun
- 68 Community Job Board
- 496 Show & Tell
- 33 Member Spotlight
- 2 SmartStories
- 300 Events
- 36 Webinars
- 7.3K Forum Archives
Check out the Formula Handbook template!