Automation for removing leads when deal is created

Guevara
Guevara Member Posts: 2 NEW MEMBER
edited November 21 in Workflow Automation #1

Dear Community,
I have a question related to automation, How can i automate any deal created in Pipedrive it get automatically be removed in the lead list? Any help would be highly appreciated.

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Answers

  • Tony Xavier
    Tony Xavier Pipedrive Team Posts: 156 PIPEDRIVE TEAM
    100 Comments 25 Likes 5 Answers Second Anniversary
    #2

    Hello @Guevara,

    Thank you for your question. Currently, we are not able to set up a relationship between a newly created deal and an existing lead using Workflow Automation. But if you are directly converting a Lead to a Deal, the existing Lead will be automatically deleted.

    But if you are creating the Deal separately, you could also explore the possibilities using tools like Zapier or Make. In Zapier or Make, whenever a new deal is created, you can set up the action to search for possible Leads linked to the contact person of the newly created Deal and as a follow up action, if any Leads are found, you can have it deleted.

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