How to Automatically Update Deal Stage Based on Lead Status (Custom Field) Change?

MBC

Hi everyone,

I’ve set up an automation in Pipedrive where a deal is automatically created when a lead is generated. Now, I’m looking to create an automation that updates the deal stage when the lead status changes. For example, when a lead’s status changes to “Qualified” or “Dogovoren,” I want the corresponding deal to move to the next stage in the pipeline.

Has anyone successfully set up such an automation? Specifically, I’m wondering:

•How can I link the deal and the lead so that the deal stage updates automatically based on the lead status change?

•Are there specific steps to ensure the deal is properly referenced in the automation?

Any insights or examples would be greatly appreciated!

Thanks in advance!

Axel

Hi @MBC ,

It doesn't work because Leads and Deals are linked to Person

So Pipedrive can not make the link between the lead and the deal

I suggest including either a Person Action or Trigger in your automation to make your automation work

Let me know,

Axel

Brent

You could probably use the webhook action and setup the endpoint url to post right back to pipedrive and change the stage or whatever you needed to do.

You would need to create a field to be used by leads and store the deal ID of the correlated deal in it.

For the post url

You would use the deal endpoint url up until where the deal id needs to be added

Then for the rest of the required post url you would use the 'path' option in the webhook setup to then use the deal id from your lead field, then add the rest of the url.

So it would be something like /{deal_id}?api_key={api_key}

Note that you would have to include your api key here for this to work.

You would also have to figure out how it is that you want to determine which stage the deal should be moved to, and the use the stage_id number in the payload. Maybe another field, updated via another automation perhaps? Not sure, it depends on your use case.

Lastly, in the payload you would include your post object which would be something like {deal_id: lead_field_deal_id, stage_id: new_stage_id}.

A very roundabout way to accomplish this, and I haven't tested it, but think that may work. Hope it helps!