How to make a BP for a deal created based on a lead?

Question

Bitrix24

Good afternoon!

It is necessary to automatically fill in the field in the deal when creating a deal based on the lead. Filling in the field is not a problem, but I don’t understand how to understand that the deal was created based on the lead and start the BP.

And if the deal was created without a lead, then do not fill it out!

Tell me please!

Answer 1

It's easy to do...
In the leads, make the "Deal creation source" list field: Lead
At the "New lead" stage, add a robot that will automatically fill in this field.
Next, in the deals at the "New deal" stage, add a BP (start when adding) which will look at the "Source of the deal creation" field, if "Lead" is specified, it will automatically fill in your field.