Using workflow to add deals to a certain pipeline

Smart CRM & Sales Hub Tips, Tricks & Best Practices
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Hello,

I am using the Business Units feature in my portal, I know it doesn’t currently work on deals so I was looking for a work around using a workflow.

E.g. if a contact is under Business Unit A then add any deal associated to them into Business Unit A deal pipeline but I couldn’t find an easy way to do this

Thanks for any help!

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Hi @InciteJoe,

Yes, there is a way to work around this with a workflow with a combination of contact/deal triggers.

Try using the if/else action, and then check “business unit”. You should be able to find a way from there.

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Let me know how it goes.