How can I automate adding a deal to a pipeline

ph0429
Member Posts: 8 NEW MEMBER


For my closed lost deals, I want to auto-add these deals to a different pipeline to nurture.
I am trying to create an automation, but I do not see the option to select the pipeline for a deal. Can anyone advise?
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Answers
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Hi @ph0429 the option you’re looking for is “pipeline stage”, since you select both the stage and pipeline in one go.
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