Create deal in another pipeline automatically when marked as won

Derek_28823
Derek_28823 Posts: 2
edited July 2022 in Sales CRM #1

New to Pipedrive.  I can't figure out how to create a new deal in my Commissions pipeline when I mark a deal as 'Won'.  Suggestions? 

Tagged:

Comments

  • Brad Krause_13404
    Brad Krause_13404 Posts: 496
    100 Comments 5 Up Votes
    edited February 2021 #2

    With an automation? I did this once and it was pretty complicated. It involved creating a custom field in deal details named ' copy to xyz pipeline' where yes was the option. if that didn't exist then any time a deal was duplicated it would move it since you need to use the word 'copy' as an identifier of what to move. and was chosen before marking the deal as won. Then you have to use a deal status has changed operator. Then it duplicated the lead. Then if the word copy was in the deal name it would move it to the other pipeline. 

     

    Good luck! It's doable. 

     

  • Amit Sarda - Pipedrive Consultant - AmitSarda.xyz
    Amit Sarda - Pipedrive Consultant - AmitSarda.xyz Posts: 1,253
    1000 Comments Third Anniversary 100 Likes 5 Answers
    edited June 2022 #3

    I think the following will work:

     

    Trigger: Deal Updated

    Condition: Deal Status has changed AND Deal Status is Won

    Action: Create Deal

  • Mike van der Valk
    Mike van der Valk Posts: 4,052 PRODUCT MANAGER
    2500 Comments 100 Likes Third Anniversary 5 Answers
    edited February 2022 #4

    @Derek just tagging you here to make sure you see this.

  • Derek_28823
    Derek_28823 Posts: 2
    edited February 2021 #5
    Mike van der Valk said:

    @Derek just tagging you here to make sure you see this.

    Awesome! Thank you for following up.  I'll give this a shot, Mike. 

Categories