Automatically Changing Deal Stage when telephone number is added to contact

Business Photographer
Business Photographer Member Posts: 6 VERIFIED MEMBER
First Comment
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.


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

Answers

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,618 VERIFIED MEMBER
    1000 Comments 250 Likes Fourth Anniversary 25 Answers

    This is not possible with Pipedrive Automation.

    You can only do this using Make/Integromat.

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,313 COMMUNITY MANAGER
    1000 Comments 250 Likes 25 Answers Third Anniversary

    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.

  • Business Photographer
    Business Photographer Member Posts: 6 VERIFIED MEMBER
    First Comment

    Thanks for all the answers! I changed it that the deal is getting created when I add a phone number.