Organisation vs. Deal dichotomy issue

[sam-linge]

Need logic in Hermes that would allow for a deal's fields to be updated whenever the organisation's fields are updated.

• A prospective client signs up to a demo account via our website.

• This triggers our sales process --> the information they fill in when signing up is pushed from our CRM into PipeDrive VIA the API; they are created as an organisation, and the informaiton is stored in custom fields we have created.

• A Deal is also created at this stage via the API.

• Time passes and changes are made to their account - these could include them selecting a price plan, adding in their card details, paying their first invoice etc. It's important that the sales lead is kept abreast of these developments.

• When these changes happen, they are reflected in our API and are in turn pushed through into the Organisation's fields on PipeDrive.

Here lies the issue: Our workflow entails that there is only ever one deal per organisation, but an Organisation can of course have multiple Deals associated with it, which means that I can't create automations that automatically update the Deal fields whenever the associated Organisation's fields are updated; this has to be done manually by me currently, increasing not only my day-to-day admin workload but also the chance for human error.

Desired fields in order of priority:

1. Paid Invoice Count
2. Price plan
3. Trial expiry date
4. BDR person
5. Client manager

[sam-linge]

https://github.com/tutorcruncher/hermes/issues/165 might resolve this.

[PrenSJ2]

127 will be fixed by this