Assign Follower based on Custom Field

Chris McConnell

Hi,

We have leaders that are on deal teams, but not the deal owner, and need to be kept in the loop as deals move through pipeline.

The idea is to extend the "automatic assignment" functionality to following deals.

UPDATE deals SET follower_id 6798

WHERE deal_custom_field = "X"

Amit Sarda (AmitSarda.xyz)

Can do this using Pipedrive automation, or Make/Integromat or Zapier.