Creating new deal in new pipeline when a certain deal stage is entered

Diane

Can anyone help?

I want to create a new deal in a different pipeline once a certain deal stage is achieved. Once Mortgage Offered stage in Mortgages pipeline is achieved I want to create a deal in Issue Invoices pipeline under Prep & Issue Invoice Stage.

I can get the new deal created but it just sits under pipeline and can't see to figure out how to automatically move it to the Invoices pipeline.

Has anyone else achieved this with pipedrive automations?

I don't want to create another stage on my mortgages pipeline and I don't want an activity under mortgages offered. I want to visually see instantly in a fresh pipeline as I find the visual representation of the pipeline makes me carry to tasks better than a calendar view for this type of activity.

Amit Sarda (AmitSarda.xyz)

Should just be a matter of selecting the right pipeline stage in the automation.

You can book a call here if you need help:

https://calendly.com/amitsarda/discovery

Liz (Ops Designed)

Hi Diane!

You may need to add a step in your workflow automation or add Pipeline Stage to your existing actions. Take a look at this 1-min video.

Please feel free to reach out if you would like additional support.

- Liz

Schedule a Working Session | Pipedrive for Beginners | Pipedrive Integrations

Diane

Brilliant, thank you! I'm sorted now.