How can I move a deal from one pipeline to another using automation?
Hi
I have created a renewal pipeline. When a deal is closed-won, I want to automate the creation of a new or duplicate agreement in the pipeline. Do you know how I can do that?
Answers
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Hello @aglikman,
I hope you are doing well today!
Here is a screenshot of what your automation would look like:
Step 1 – Trigger:
- The automation is triggered when a deal is updated.
Step 2 – Filter:
- The deal status has changed to WON.
- The deal pipeline is the original pipeline where the deal was marked as won before moving to another pipeline.
Step 3 – Action:
- Duplicate the won deal (the duplicate will be created in the original pipeline, already marked as won).
- Note: Duplicated deals will not retain activities, notes, or attached files from the original deal—this is a product limitation.
At this point, you have two options:
- Move the duplicated deal (which will lack the original deal’s notes, activities, and attachments).
- Move the original deal to the renewal pipeline, ensuring all historical data remains intact.
In my example, I move the original deal—as shown in Step 4.
I hope this helps but do let me know if you have any doubts :)
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@ph0429 it should be the “pipeline stage” option since you select both the pipeline and stage you want to update.
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@Manuel Oliveira got it, thanks! Yes, I had to select the pipeline in the previous condition (as pipeline is not empty) and that then allowed me to select the pipeline as part of the action.
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