I am trying to create a new deal once a current deal is put into a pipeline. For some reason it is n
Arthur_70084 Posts: 74edited July 2022 #2
Hey @Tim Cooley
You should look at your condition, maybe the problem come from there. Otherwise, for this kind of workflow it should be more accurate to use Make.com https://www.make.com/en/register?pc=arthursoustelle
If you want, I'I'm a Make expert and workflow automation expert too.
You can reach me here in case you need help with a workflow :
Alex Stueber_20061 Posts: 102edited July 2022 #3
hey. @Tim Cooley here is an example for you:
as Arthur said your condition is not the best.
But here is what you can do instead of an action, use a condition to say that when the deal moves stage or whatever the condition is than you create the other deal.
This is the deal created in the "Qualifying Pipeline" as the result of the my original deal entering the stage "Negotiation" in my Sales Pipeline.
I hope that helps !!!https://community.pipedrive.com/user/tim_cooley