Adding custom organization fields into newly created deals

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JasonC
JasonC Member Posts: 2
First Comment
edited May 29 in Workflow Automation #1

Hello all,

I'd like to add industry and other custom fields into an organization which automatically carry over into a deal, when a new deal is created.

Can this be done?

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Answers

  • Oka Lesmana
    Oka Lesmana Member Posts: 5
    First Comment Photogenic
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    Hi Jason,

    Your requirement is possible, but you'll need to use a third-party app like Zapier.

    Alternatively, you can use a workaround within Pipedrive itself by creating a new deal from an organization using custom fields and workflow automation. Here’s how:

    1. Add a Custom Field:
    • Go to your Pipedrive settings and add a custom field to your organization, using a single option type with "Create a new deal" and options "Yes" and "No".

    2. Set Up Workflow Automation:

    • Create a workflow with the following conditions:
      • Trigger: When the field "Create a new deal" is changed to "Yes".
      • Action: Create a new deal.
      • Field Mapping: In the "Create a new deal" action, map all relevant fields from the organization to the new deal record.
      • Update Custom Field: After creating the deal, update the "Create a new deal" field back to "No" to allow future deal creation.

    By following these steps, you can automate the creation of a new deal from an organization, ensuring relevant information is transferred accurately.

    Hope this helps!

    Feel free to let me know if you have any questions.

    Best regards,

    Oka Lesmana | www.astersense.com


  • Dillon Hill
    Dillon Hill Member Posts: 9
    First Answer Name Dropper First Comment Photogenic
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    Hi Jason,

    To add on to what Oka mentioned, here's what you could do using 3rd party services like Zapier, make.com, or Pipedream.

    Trigger: Organization Updated
    Action: Search For Deal Associated With Organization
    Action: Update Deal Fields for associate organization

    Let me know if you need any help with that!

    Dillon Hill
    www.cosmoforge.io