Automation for making a contact owner be the deal owner
When our leads come in from our main website, we immediately turn them into a deal and work our leads from there. We use automatic assignment for the deal so we can rotate between people who get the own the deals or leads in our case.
The contact owner is different from the deals owner. Can I make an automation to change the contact owner to be the deal owner once the deal gets created?
Answers
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A simple Pipedrive automation should work for this.
It can be also handled in Make/Integromat or Zapier.
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Hi @nv -
You can definitely do this with Workflow Automation. Here's what that automation would look like:
I have that 1-minute delay to allow time for your deal assignment automation to run.
Please feel free to reach out if you would like additional support.
- Liz
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