Introduce permissions that restrict who can move deals across stages

Sean Holmes

We would like to be able to restrict who is able to move deals into certain stages within pipes. Some of the later stages of our deal process involve launching our products with customers and there are only certain people within our business who are tasked with doing this and we would therefore like to restrict who is able to move a deal into this specific stage to only these people. This would be really helpful from a segregation of duties perspective and ensuring that noone could move deals into stages that they're not qualified to do.

Helio

Hello @Sean Holmes,

I hope you are doing well today!

Unfortunately, this functionality is not yet available in Pipedrive, but I’d be happy to submit this as internal feedback. Thank you for providing such a detailed explanation of your use case!

After some thorough testing, I found a workaround for you. It requires a paid Zapier account and the use of Pipedrive webhooks. Here’s how you can set it up:

1. Zapier Setup: In Zapier, set the trigger to Webhooks by Zapier, then choose Catch Hook. This will generate a URL—copy it for later use.
2. Create a Webhook in Pipedrive: Go to Pipedrive’s webhooks page, and create a webhook triggered by changes to deals. Paste the Zapier URL you copied earlier into the webhook configuration.
3. Set Conditions in Zapier: Filter for the current stage, the previous stage, and identify who made the change. For example, if person X moved a deal to stage Y or Z, this can be detected.
4. Revert the Change: Using the deal ID, update the deal in Pipedrive back to the original stage.

For a detailed walkthrough, you can refer to this quick video tutorial: Video Link.

I hope this helps :)