I would love this function: auto assign person when deal get's assigned

Abel
Abel Posts: 2
edited July 24 in Workflow Automation #1

everytime I assign a deal to my sales guy, I want the person connected to that deal to be assigned automatically 

 

https://www.loom.com/share/8c54af79d6484be8a8cdd75e5292f8fd

Comments

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited June 2020 #2

    Hi @Abel , thank you for illustrating your use case so clearly!

    Deal, Person and Organization owner are separate and independent things in Pipedrive, so the most efficient way to automatically change the owner of the Person/Organization to be the same as the new owner of the Deal would be to create a Workflow Automation that does that for you.