How can I move a deal from one pipeline to another using automation?

aglikman

Hi

I have created a renewal pipeline. When a deal is closed-won, I want to automate the creation of a new or duplicate agreement in the pipeline. Do you know how I can do that?

Helio

Hello @aglikman,

I hope you are doing well today!

Here is a screenshot of what your automation would look like:

Step 1 – Trigger:

• The automation is triggered when a deal is updated.

Step 2 – Filter:

• The deal status has changed to WON.
• The deal pipeline is the original pipeline where the deal was marked as won before moving to another pipeline.

Step 3 – Action:

• Duplicate the won deal (the duplicate will be created in the original pipeline, already marked as won).
• Note: Duplicated deals will not retain activities, notes, or attached files from the original deal—this is a product limitation.

At this point, you have two options:

1. Move the duplicated deal (which will lack the original deal’s notes, activities, and attachments).
2. Move the original deal to the renewal pipeline, ensuring all historical data remains intact.

In my example, I move the original deal—as shown in Step 4.

I hope this helps but do let me know if you have any doubts :)

aglikman

I have tried it but still having issue it is not moving the deal to the renewal pipeline