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
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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:[email protected] | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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