Adding custom organization fields into newly created deals

JasonC

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?

Oka Lesmana

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

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