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Arjun98
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Deal Properties in different pipelines

I have moved deals from one pipeline to another pipeline using a workflow. The deal record in the new pipeline was captured by using deal tokens from the old pipeline. Is to possible to automatically update any deal records changed for deals in the old pipelines to the new pipeline?

For instance: If I enrolled a deal from Pipeline A to Pipeline B but later if any changes were made to the deal record in pipeline A, would it be possible to automatically update it to the same deal in pipeline B?

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Josh
Recognized Expert | Platinum Partner
Recognized Expert | Platinum Partner

Deal Properties in different pipelines

Hi @Arjun98,

 

It sounds like you're creating a new deal in the other pipeline vs just changing the pipeline on the existing deal. If that's correct, you might be able to figure out a workaround to make that happen, but it might be a tricky workflow to pull together from an enrollment criteria perspective.

 

Josh 




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Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer