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Deal Owner changed filter
Chad Stewart_2416 Posts: 14
edited July 2022 in Workflow Automation #1
Looking for some tips... I would like to find a filter when a Deal or Person is assigned to a new Owner... When somebody manually changes a deal (or person) owner, I would like to automate that in Zapier. .. Having a hard time getting a filter that gets that result to use in Zapier.
Inês Batata Admin Posts: 2,535edited April 2022 #2
Hi @Chad Stewart !
This is something you can easily do using Pipedrive's own workflow automation, see the example below (same method for Person and for Deal):
Hope that helps, have a great week!0
Collective Posts: 1edited November 2021 #3
Hi @Inês Batata
I would like to do the same as Chad. However, I want to send a direct message to the new deal owner in Slack. Pipedrive only allows to send a Channel message.
Is there a way to add Zapier as an action for Automation workflow?0