Move deal from one pipeline to another based on stageSOLVE
May 2, 2019 12:28 PM
Hi Hubspot Community,
I am new to Hubspot and am spinning my wheels a little bit on workflows.
What would I like to achieve?
If a member of our sales teams moves a deal to a particular stage, I would like that deal to be automatically transferred into a new pipeline for our customer success team to begin managing.
Do workflows allow the automatic move of a deal from one pipeline to another?
Solved! Go to Solution.