Create Object Ownership Dependency Org/Person/Deal

Jan Visser_342
Jan Visser_342 Member Posts: 70
10 Comments
edited July 2022 in Apps and Integrations #1

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!

 

Comments

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,363
    1000 Comments Third Anniversary 100 Likes 5 Answers
    CONSULTANT
    edited 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.

  • David_Zisner
    David_Zisner Member Posts: 30
    Third Anniversary 10 Comments Elite + Premier Solution Provider 5 Up Votes
    edited February 2022 #3

    Hi Jan - have you managed to solve this? Integromat would be the best option for accomplishing this

  • Jan Visser_342
    Jan Visser_342 Member Posts: 70
    10 Comments
    edited January 2021 #4
    David 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. 

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