Automatically Changing Deal Stage when telephone number is added to contact

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Business Photographer
Business Photographer Member Posts: 1
edited March 11 in Workflow Automation #1

Hello,


i wonder if it is possible to change the deal Stage when I add the telephone number to an contact.

So far i didn't get it wo work, as i can only change a specific deal, not everyone.

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In the red circle i can only choose a specific deal but i want the rule to be set to every deal.

I'm quite new to Pipedrive so there is a high probabillity that I do something wrong here.


Greetings, Lukas

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Answers

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,531
    First Anniversary First Answer 5 Up Votes 5 Likes
    #2
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    This is not possible with Pipedrive Automation.

    You can only do this using Make/Integromat.

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,071 COMMUNITY MANAGER
    First Answer First Anniversary 5 Likes First Comment
    #3
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    Hi @Business Photographer , if you’re willing to go about it differently, you can also add a phone number field to the deal itself instead of the contact to make that automation work in Pipedrive. Or even changing it so that the deal is created when you add a telephone number to the contact.

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