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Status Backlog
Created by Guest
Created on Jul 13, 2023

Assign Pipedive created deals to a person's organization

When a person is created in the Pipedrive integration via FRONT, an organization is assigned to that person's profile. When creating a deal under this person's profile, the deal is only connected to the person but not to the organization that the person is assigned to.

My suggestion is to activate a workflow that will automatically assign the created deal to the person's assigned organization. I reached out to Pipedrive support but they redirected me to the FRONT support as this is an integration.

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