Hello All-
Does anyone know a way to use a workflow to move a deal from one pipeline to another?
We have a scenario where in the event a deal goes to collections, we would like it to move to a dedicated collections pipeline, and when the deal is in good standing to be moved back to the original pipeline.
Is there a way to modify associations via a workflow?
Thank you!
Thank you for reaching out.
You should be able to follow the steps of our experts @Josh and @StefaniUAT here to achieve this.
Hope that helps.
Have a lovely day,
Tiphaine.
Thank you for that link Tiphaine. I understand that with a workflow you can create a new deal record in a different pipeline. However, in my use case, it would not be ideal to create a new deal in each pipeline because we have other workflows that watch for new deals to be created and this would cause a bit of a tangled up scenario.
That being said, does anyone know if a deal can be moved between pipelines with custom code? Can I call the deal API with a PATCH HTTP request and just specify a different pipeline name?
Hi @DaveLinderman,
These are two different actions – creating a new deal or moving a deal. Below you can see an example of a workflow that moves a deal into another pipeline once it reaches a certain stage. Once the deal hits the “Stage of origin”, it would be moved to another pipeline into the “Target stage”:
Instead of moving a deal once it hits a certain stage, this deal move could also be triggered by a change in a property. This is entirely up to you.
Keep in mind that moving deals between pipelines will mess up your deal reporting. Reports are pipeline-based.
Let me know if you have any follow-up questions!
Karsten, thank you! I glossed over the fact that you can set a pipeline and stage in the same action.
