Create Object Ownership Dependency Org/Person/Deal
I know this was discussed somewhere here but I can't find it.
To speed things up on my end, is there anyone who could share a recipe that accomplishes:
If I change owner of organization
- it changes all organization persons to the same owner
- it changes all persons deals to the same owner
Help much appreciated!
Amit Sarda - Pipedrive Consultant - AmitSarda.xyz Posts: 1,239edited April 2022 #2
Hi @Jan Visser - I have done the opposite using Pipedrive automation.
If deal ownership changes, change the person ownership.
Doing it top-down would be a challenge because it would require looping through every person associated with the organization, and then looping through every deal associated with the person.0
David Zisner_4795 Posts: 28edited February 2022 #3
Hi Jan - have you managed to solve this? Integromat would be the best option for accomplishing this0
Jan Visser_342 Posts: 82edited January 2021 #4David Zisner said:
Hi Jan - have you managed to solve this? Integromat would be the best option for accomplishing this
Hi David, thanks for following up. We decided to move away from Pipedrive a while ago so we have not given this more effort.0