Create deal in another pipeline automatically when marked as won
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?
Brad Krause_13404 Posts: 496edited 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.0
Amit Sarda - Pipedrive Consultant - AmitSarda.xyz Posts: 1,253edited June 2022 #3
I think the following will work:
Trigger: Deal Updated
Condition: Deal Status has changed AND Deal Status is Won
Action: Create Deal0
Mike van der Valk Posts: 4,052 PRODUCT MANAGERedited February 2022 #4
@Derek just tagging you here to make sure you see this.0
Derek_28823 Posts: 2edited February 2021 #5Mike 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.0