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

MBC
MBC Member Posts: 2 NEW MEMBER
in Workflow Automation #1

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!

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Answers

  • Axel
    Axel Member Posts: 28 VERIFIED MEMBER
    10 Comments 5 Likes First Answer Photogenic
    #2

    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

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