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Setting up your automation
Executing the action event

How can I add trigger values in the action event of my automation?

Breandan Flood, April 15, 2024
Note: The automations feature is only available on Advanced and higher plans. For information about Pipedrive's different plans and features, check out this article.

When using the automation feature, you can add existing field values from the triggering event into the action event of your automation. This means that when the automation is triggered, information from triggered item fields will be automatically added to your created or updated item.

You can do this by using Merge fields.

Note: Using trigger values in your automation is only possible when adding the data to text type fields such as large text, text type custom fields or email bodies.

Setting up your automation

Note: Merge fields will be available based on the types of data being used in the trigger step of the automation. So a Deal trigger will give you access to Deal-type merge fields.

For example, if you would like to send an email to a deal's owner after a deal has been won, you would need to start with a trigger like this:

This tells the automation only to activate when a deal's status has changed to won. Next, add the Send email action step, and fill in the recipient and subject:

But now, you want to include the Deal value in your email body. To do so, click the Merge fields icon in the bottom right corner, and select your field:

Note: Merge fields can also be used for the subject line of the email.

After that, click Apply action at the bottom to save your changes, and you have your automation:

Executing the action event

As soon as the automation is triggered, the email will send including the deal value.

You can learn more about how to send emails using Pipedrive's automation feature by watching this video.

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