How to automatically link a deal to a project

Fred
Fred Member Posts: 5 VERIFIED MEMBER
First Comment
edited July 25 in Workflow Automation #1

We create projects automatically via API based on end users purchasing a product through our website.

Most of these end users will have had a deal in pipedrive already. Once the deal is closed won, it goes to our after sales team. After sales team uses projects.

How can we automatically link the closed won deal to the newly opened project?

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Answers

  • Tony Xavier
    Tony Xavier Pipedrive Team Posts: 144 PIPEDRIVE TEAM
    100 Comments 25 Likes 5 Answers Second Anniversary
    #2

    Hello @Fred,

    Assuming in the process, you will be using Search Person API (to find the contact in Pipedrive to link to the new Project), you can use the ID of the person from this call in a separate request to List deals associated with a person which will return information about all deals linked to the contact, and you can filter out only deals with the right "status" and add the ID(s) under deal_ids parameter in your Add Project call.

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