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

Diane Member Posts: 8
Name Dropper First Comment
edited April 24 in Workflow Automation #1

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.


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