How can I automate adding a deal to a pipeline

ph0429
ph0429 Member Posts: 8 NEW MEMBER
Name Dropper First Comment
edited March 13 in Workflow Automation #1

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?

Screenshot 2025-03-11 at 13.50.56.png
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Answers

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,430 COMMUNITY MANAGER
    1000 Comments Fourth Anniversary 250 Likes 25 Answers
    #2

    Hi @ph0429 the option you’re looking for is “pipeline stage”, since you select both the stage and pipeline in one go.

  • ph0429
    ph0429 Member Posts: 8 NEW MEMBER
    Name Dropper First Comment
    #3

    Got it, thanks! Added pipeline in the condition to then view in the action.

    Screenshot 2025-03-13 at 20.31.10.png
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