How to move a deal when a new deal is created in another pipeline via a workflow

Smart CRM & Sales Hub CRM
1

I am working with several pipelines to track the different stages of the sales cycle.

For some reason I cannot make it work to move a deal in my “prospect” pipeline when a new deal is created in my “forecast” pipeline.

Does someone have a fix?

2

Hi @MulaBob,

You would have to go via the company record here. In a deal-based workflow, you would enroll the deal that is created in the forecast pipeline and then set the value of a custom property, e.g. “Deal created in forecast pipeline” to Yes on the associated company record.

You can then use a second deal-based workflow that enrolls deals which are in the prospect pipeline and associated to a company where “Deal created in forecast pipeline” = Yes and use the “Set property value” action to update the deal stage.

Best regards!