add a deal with automations and avoid duplicate deals at the same time

Business Photographer

Hello, I would like to automatically add deals in Pipedrive when a contact is added. It's important that a deal is only created if the imported contact has a phone number or if I assign a phone number to the contact after importing. It's also crucial that no duplicate deals are created. Contacts are imported via surf from Linked-In.

So far, I've managed this by linking the deals with the contact and setting conditions in my automation so that a deal is only created if a phone number exists and if there is no deal with the same contact name. However, the problem with this approach is that if I import multiple people from the same organization, multiple deals would be created for one organization, which is not desired.

It would be better if I created the deals not on contacts but on organizations. The problem here is that in the automation, I cannot set a condition that the deal should only be created if a phone number exists for a contact. So, I am faced with the dilemma that deals linked to organizations cannot be automatically created based on a phone number, but I avoid creating multiple deals for the same organization. Alternatively, I could have deals automatically created, but then there's no guarantee that I don't already have a deal with that organization.

Is there a way to create deals that are linked to the organization but also automatically include the condition that the deal should only be created if a phone number exists?

Tony Xavier

Hello,

If you are importing Contacts, and if these contacts have an organisation linked to them, you can continue to use automation based on the person created, which checks for phone numbers before creating the deal. Once the deal is created with the organisation of the contact linked to it, you can use the Filter matching condition to check the number of open deals linked to the Deal Organisation and if it is more than 1, you can have the deal deleted, or apply a specific label, or even move to a different Pipeline.

The automation would look something like this:

And you can customise the last step as you wish.

The filter user in Step 4 was created from the Deals entity, and it looks like this:

One thing to keep in mind with the automation is that if you are importing the contacts under the same organisation simultaneously, the filter and automation will not be updated in time, so this would only work if there are at least a couple of seconds in between the import of each contact.

Business Photographer

Thank you, this was exactly what I needed!!

The option with the filter is very neat!

BR