Problem with Automatically Assigning Tasks to the Deal Owner in Pipedrive

tatanaavtovoronki
tatanaavtovoronki Member Posts: 1 NEW MEMBER
edited March 6 in Workflow Automation #1

Hello, colleagues!

I’ve encountered an issue in Pipedrive that I can’t solve using standard methods, and support hasn’t provided a working solution. I hope someone has dealt with this before and can suggest the right automation setup.

⚡ Workflow Scenario:

  1. A manager manually assigns an owner to a lead.
  2. When the lead is converted into a deal, the deal owner is assigned automatically (this part works fine).
  3. The process then moves to tasks management:
    • Each deal stage requires a task to be completed before moving to the next step.
    • Once the task is completed, the deal moves to the next stage.
    • A new task is created for the new stage.

❌ The Problem:

  • All new tasks are assigned to me (the creator of the automation) instead of the deal owner.
  • Pipedrive doesn’t provide an option to select "Deal Owner" when creating a task via automation.
  • Automatic assignment rules do not apply to tasks, only to leads and deals.

🚀 What I’ve Already Tried:

✔ Enabled Automatic Assignment – doesn’t help, as it doesn’t dynamically transfer ownership.
✔ Checked permissions – no restrictions that could be changing the task owner.
✔ Set up an automation:

  • Trigger: "When deal stage is changed"
  • Action: "Create a task" → but the task owner remains me instead of the deal owner! 😡

💡 Questions:

👉 How can I automatically assign the deal owner to all its tasks?
👉 Has anyone used API or Webhooks to solve this issue?
👉 Are there any workarounds to prevent tasks from being assigned to me instead of the deal owner?

I’d really appreciate any advice! 🙏

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Answers

  • czeck
    czeck Member Posts: 4 NEW MEMBER
    First Comment
    #2

    Hello,

    On my automations I did have the option to assign to "deal owner" for task creation. In the step where it asks which fields to include in your Activity make sure you check the box next to Assign To. If you scroll all the way down past the user's names it should give a section that says 1. Deal Created and under that the options will be "Deal Creator" or "Deal Owner". Click "Deal Owner" and now that task should always be assign to the Deal Owner and not you. Let me know if it would be helpful to send screenshots.

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