sync org and contacts owner upon changes
When I assign a new owner to an organization, is there a way to change to the new owner also for all the contacts under that organization?
Automation doesn't support that AFAIK
thanks
Comments
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No. This can't be done as of today.
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Hi @Asaf Matyas, we're doing it with integromat: fetch all the contacts under this organization (https://developers.pipedrive.com/docs/api/v1/#!/Persons/get_persons_search with organization_id) and change the owner. You can also do it with custom code if you don't want to use integromat. The trigger will be an updated organization with owner change.
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David Zisner said:
Hi @Asaf Matyas, we're doing it with integromat: fetch all the contacts under this organization (https://developers.pipedrive.com/docs/api/v1/#!/Persons/get_persons_search with organization_id) and change the owner. You can also do it with custom code if you don't want to use integromat. The trigger will be an updated organization with owner change.
Thanks David for the tips albeit a bit of overhead for such a task.
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Hi guys!
Have you found a solution to this? With Integromat or anything else?
Would be grateful for as many details you can provide.
Thanks!
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Andrei Panciuc said:
Hi guys!
Have you found a solution to this? With Integromat or anything else?
Would be grateful for as many details you can provide.
Thanks!
This can be done using Make/Integromat.
If you have any other questions, please don't hesitate to reach out.
Best,
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I agree with Sam Drake - is there a solution to this yet within Pipedrive itself, so I don't need to use a 3rd party website or figure out how to put a code in myself? Thanks!
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