update field with other field
Wim Rippen
Member Posts: 3 VERIFIED MEMBER
Update field with other field,in People or Organisations,
is that possible ?
William R.
0
Best Answer
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Hi @Wim Rippen
This could be solved using Pipedrive automation.
You would need to ensure all the correct custom data fields are in place with their values (if not a text field).
With automation, you could say when this field changes, change the Person/Organisation field. You will need to ensure that all the fields that require updating are available to use in automation workflow.
Hope this helps!
1
Answers
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Thanks !
I am going to try this.
I hope it will work and your solution will help us a lot
Have a nice day !
Not yet worked with automation,but very interesting
William
Netherlands
0
This discussion has been closed.