Re-assign all deals when Organization Owner Changes

Dylan Chidgey
Dylan Chidgey Member Posts: 2 NEW MEMBER
Third Anniversary Photogenic
edited April 8 in Workflow Automation #1

Hi All,

I am looking to build an automation to re-assign all open deals/leads to a new organization owner if it is changed.

Regards

Dylan.

Tagged:

Answers

  • Nikolai Sokolov
    Nikolai Sokolov Member Posts: 191 VERIFIED MEMBER
    Fourth Anniversary 100 Comments 5 Answers 25 Likes
    #2

    Hi @Dylan Chidgey! This can be achieved with make.com. Workflow automation in pipedrive does not support updating all deals linked to an organization. What you can do:

    • build a workflow in pipedrive which triggers a webhook when organization's owner has changed
    • in make, grab all open deals by organization ID
    • update the owner

Categories