Automate copying org field data to deal field

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William Kelly
William Kelly Member Posts: 10
First Comment
edited July 2022 in Workflow Automation #1

We market our product to three distinct segments, which we track at both the Org and the Deal level. I would like to create an automation that copies the "Segment" field from the Org and puts it into the "Segment" field of the Deal. I'm stumped. Is it possible?

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  • Boris Tsibelman
    Boris Tsibelman Member Posts: 843
    5 Likes First Anniversary First Answer Combo Breaker
    edited May 2022 #2
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    You can build this automation with Zapier 

  • William Kelly
    William Kelly Member Posts: 10
    First Comment
    edited May 2021 #3
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    You can build this automation with Zapier 

    Thanks Boris. I haven't worked with Zapier yet, but if that's the tool to use, I'll give it a shot. 

    Can anyone confirm that there is no way to copy data from one field to another within the Pipedrive Workflow Automation toolset?

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,532
    First Anniversary First Answer 5 Up Votes 5 Likes
    edited May 2021 #4
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    You can build this automation with Zapier 

    Boris is right.

    You can't.

  • William Kelly
    William Kelly Member Posts: 10
    First Comment
    edited May 2022 #5
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    You can build this automation with Zapier 

    Thanks for the confirm.

    Pipedrive: I think this is a reasonable thing to add -- the ability to automate copying and pasting field data from one record to another.

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,532
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    edited May 2021 #6
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    You can build this automation with Zapier 

    It's not as easy as it sounds. An Org or a Person can have many associated deals and, unless there is a search deal option, you can't make the updates to a 'specific deal'.

  • Ricardo Rendich
    Ricardo Rendich Member Posts: 1
    edited May 2022 #7
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    You can build this automation with Zapier 

    Hi Boris and Amit!

    We need this feature too, and I think a lot of people as well.

    If writing/updating is the problem, could that be possible just for reading? Please, let me know.

    Kind regards!

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,532
    First Anniversary First Answer 5 Up Votes 5 Likes
    edited May 2022 #8
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    You can build this automation with Zapier 

    You should be able to do it with Make/Integromat.

     

  • Miki van Kooij
    Miki van Kooij Member Posts: 1
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    Hi there,

    Just want to confirm the relevance of this issue. Hopefully this should be possible soon. It is also helpful when wanting to do any insights report, which only allows to filter by deal fields. But if I want to separate on the basis of an organisation field (e.g. organisation size, or region) that's not possible - therefore, a workaround would be to copy the organisation field to a new deal field with the same name for instance.

    Thanks!

  • Kirsten Tange
    Kirsten Tange Member Posts: 8
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    I am trying to do this as well! Would be really helpful. Ran into problems when trying to use a custom Organization field for a deals report. Couldn't do that so was trying to do a work around by creating a similar custom deal field and then set up automation to publish the value Organization value in it. But automation won't allow it either...

  • JaMes75
    JaMes75 Member Posts: 5
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    edited February 28 #11
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    I also need this feature 😉. And I confirm, not possible with Zapier, the organisation custom field are not available to update a deal field