Automation - Assign followers based on deal values

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If a deal is created or updated with Custom_Field is/contains X

Then assign Pipedrive_User1 as a Deal Follower

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  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,559
    5 Likes First Anniversary First Answer 5 Up Votes
    edited November 2023 #2
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    You can do this with Make/Integromat today.

  • Chris McConnell
    Chris McConnell Member Posts: 17
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    Tell me more. This idea is based on user accounts. You can change the deal owner, but not who is following the deal.

  • Liz (Ops Designed)
    Liz (Ops Designed) Member Posts: 211
    First Anniversary First Answer 5 Likes First Comment
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    Hi @Chris McConnell -

    You can do this to an extent via Workflow Automation. If someone is a Deal Owner, they automatically become a follower, so the hack is essentially to do:

    1. When a deal is created
    2. and custom field is X
    3. Update deal owner to Y
    4. Update deal owner back to owner from Step 1

    Then Person Y will be a follower and the Owner will still be the same as it was before. You may need to add a 1-min delay step between 3 and 4 so this change doesn’t happen too quickly.

    The second WF automation would be a bit more complicated. You cannot just have “If a deal is updated and Custom Field is X” as the trigger, because this would trigger unnecessarily every single time the deal was updated. So you’d probably want a hidden custom field to track that the follower has been added. Something like:

    1. When a deal is updated
    2. and Custom Field is X AND Custom field “Follower” is blank
    3. Update deal owner to Y and “Follower” field to “yes”
    4. Update deal owner back to owner from Step 1

    This additional filter in step 2 and deal field update in step 3 will keep this automation from triggering again and again and again.

    If you want the follower to be dynamic (if field is A, add follower B / if field is C, add follower D / if field is….) then this would be better to do via Zapier.

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

    - Liz

    Schedule a Working Session | Getting Started with Pipedrive | Pipedrive Integrations

  • Amit Sarda (AmitSarda.xyz)
    Options

    You can add the following scenario in Make/Integromat:

    • Deal updated
    • Conditions when this needs to happen
    • Add a follower

    Hope this helps @Chris McConnell

    If you have any other questions or need further help, please don't hesitate to reach out.


    Best,

    Amit Sarda

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