Copy Deal data from one PipeDrive Account to Another

Hello All -

Looking to create the following automation and need some advice:

  1. Deal #1 is Won in PD Account #1
  2. Deal #2 is created in PD Account #2
  3. Deal ID, Name and address from Deal #1 is automatically populated in Deal #2. (Deal ID is populated into a Custom field in Deal #2).

Any suggestions?

Thanks in advance!

Make would be a great tool for doing this. You can get started for free and try things out.

Check out the Pipedrive posts in the Make Community and also the free training resources in the Make Academy.

Appreciate the suggestion David, but was hoping to avoid any third party automations if I could help it.