1.Monitor deal stage changes
Integrate Pipedrive and CRM record fields to detect the deal stage change, and pull the deal id and fee inputs.
Update deal with summed credit processing fees automatically
Automatically monitor deal stage changes across Pipedrive and Code by Zapier. Create and update when stage changes, configured stage matched, or deals enter stageβso you can calculate total fees, update the deal amount, and set currency without manual fee math.
How this automation protects your summed deal totals
When deals move into a configured stage, fee totals can be wrong and commissions can misalign. This automation sums fee inputs and updates the deal record and currencyβso your team can enter accurate totals automatically.
Pipedriveor swap with your favorite app
2.Sums fee inputs
Integrate Code by Zapier, data conversion tools, and number calculators to treat empty fees as 0 and sum the inputs.
Code by Zapieror swap with your favorite app
3.Updates deal money field
Integrate Pipedrive and deal field mapping to write the summed total into the deal money field with the configured currency.
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
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Step 1
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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