Is there a way to setup an automation which pulls the organisation label through as the deal label o
Christine Bailey Posts: 5
edited July 2022 in Workflow Automation #1
Is there a way to setup an automation which pulls the organisation label through as the deal label once created? and second point is there a way to mass update organisation labels?
Liz - Pipedrive Partner and Consultant Posts: 83
Hi @Christine Bailey in case you haven't yet gotten this question answered:
- Here's a 3:40 min video answering both of those questions. Hope it helps!
If you'd like any additional help, or want to explore Zapier, please feel free to get in touch.
Amit Sarda - Pipedrive Consultant - AmitSarda.xyz Posts: 1,253
You can't do this using Pipedrive automation, but can easily do this using Make/Integromat.0