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Update linked co-selling deal from changed deal record

Automatically catch incoming POST deal change webhooks across Webhooks by Zapier and Pipedrive. Create and update the linked co-sell deal when referenced deal link appears, source deal identifier is present, or stage value changes—so you can extract deal IDs, map stages, and update opportunities without manual pipeline reconciliation.

How this automation updates your linked co-selling deals

When a primary deal changes without aligned co-sell links, pipeline records drift and reps lose time fixing opportunities. This automation filters and extracts referenced deal IDs, translates stage values, and updates linked deals in Pipedrive—so your team can keep co-selling aligned.

  1. 1.Catch incoming CRM webhooks

    Integrate Webhooks by Zapier and webhook processing tools to capture incoming POST payloads for linked co-sell updates.

    Webhooks par Zapieror swap with your favorite app
  2. 2.Filters qualifying webhooks

    Integrate Filter by Zapier and payload validation tools to continue only when the payload references a co-sell deal.

    Filter by Zapieror swap with your favorite app
  3. 3.Extracts referenced deal ID

    Integrate Formatter by Zapier and data transformation tools to pull the numeric referenced deal ID from the link.

    Formatter by Zapieror swap with your favorite app
  4. 4.Maps source stage to target

    Integrate Formatter by Zapier and stage mapping tools to convert the source stage value to the target stage identifier.

    Formatter by Zapieror swap with your favorite app
  5. 5.Updates the linked deal

    Integrate Pipedrive and CRM records tools to update the linked deal status and mapped stage and add an update note when relevant.

    Pipedriveor swap with your favorite app

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Calendly
Okta
Zendesk
Dropbox
Asana
Allstate
Airbnb
ActiveCampaign
Lyft
Webflow
Canva
Sysco
LA Clippers
Getaround
Grammarly
HelloFresh
Lululemon
Barry's
Hopper
Casper
Hudl
Miro
The New York Times
Ruggable

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  1. Étape 1

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    Bring your apps together so information can move automatically between the tools your team already uses.

  2. Étape 2

    Define the trigger

    Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.

  3. Étape 3

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    Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.

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