Pipeline Assign based on Custom Field Automation

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gagandeep
gagandeep Member Posts: 2
First Comment
edited April 24 in Workflow Automation #1

I've created a custom field like radio button or say single select option, and created and integrated a webform. Now I want, If user select any one of the option. based on that option the deal get created on the pipeline. Like

I have four option => Marketing, Sales, IT, SEO

Now If user select the sales then the deal get created in sale pipeline through automation.

Comments

  • J.A.N. (Themakers)
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    Hi @gagandeep ,

    If I understood it correctly, you have Pipedrive webform and you save the submission as a deal ? All you have to do then is setup Pipedrive automations. The trigger will be Deal Created and then you set a condition for your option and update the Deal fields, Pipeline Stage.

    That will do!

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,565
    5 Likes First Anniversary First Answer 5 Up Votes
    edited October 2023 #3
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    Leads Routing automation should easily take care of this.

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