Using workflow to add deals to a certain pipeline

[InciteJoe]

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!

[BukunmiOdetayo · Accepted solution]

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.

Let me know how it goes.