I need help moving a deal to another stage using automation
Tom.B.FutureAbility
Member Posts: 2 NEW MEMBER
Hi All,
I am new to Pipedrive and have been looking through the community posts on this and been trying my hand at moving a deal from one stage in the pipeline to another but for whatever reason I am unable to get it to work.
I have attached screenshot of my automation workflow as it stands.
What I want to happen is, when Action 7 is marked as done, move the deal to pipeline stage "Initial Contact Made".
When I action this current workflow, nothing happens and the deal remains in the current pipeline stage.
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Answers
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You need to create a separate workflow that is triggered by an activity updated trigger.
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