Automating the simple things

Keegan

Hey Pipedrivers, Here’s a dirty little secret: Everyone is saving time automating simple tasks. 🤫

Are you? 👀

Sometimes it’s the smallest automations that make the biggest impact. One of my favorite simple automations that can save a lot of manual effort and avoid potential errors is to automate the task of changing ownership of Pipedrive items when a deal is reassigned. 

Why does this matter? 🤔

Because visibility is everything in a sales pipeline. When a deal changes hands, the new owner needs immediate access to the full picture — including the linked person and organization. Without that, critical context gets lost, follow-ups stall, and deals slip through the cracks.

With a simple automation, you can make sure the ownership of the deal, person, and organization stays aligned — no manual clicks, no confusion, no missed opportunities.

Steps on how to accomplish this 

1. Create an automation with the trigger event “Deal updated” 
2. Create an instant condition “Deal owner has changed”. 
3. Create an action step to update the owner of the person contact linked to the deal to the deal owner. 
4. Create an action step to update the owner of the organization contact linked to the deal to the deal owner. 
5. Activate the automation and save! ✅

You  can also check this video out to see this being created step by step HERE

Here is exactly how this should be set up:

This is just one of the many ways you can save time with automation. Check out our academy course to really step up your automation game HERE