Automation - Assign followers based on deal values

Chris McConnell · November 2023

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

Then assign Pipedrive_User1 as a Deal Follower

Amit Sarda (AmitSarda.xyz) · November 2023

You can do this with Make/Integromat today.

Chris McConnell · November 2023

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) · November 2023

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:

When a deal is created
and custom field is X
Update deal owner to Y
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:

When a deal is updated
and Custom Field is X AND Custom field “Follower” is blank
Update deal owner to Y and “Follower” field to “yes”
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

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