update field with other field

Wim Rippen
Wim Rippen Member Posts: 3
First Comment Photogenic First Anniversary
edited November 2022 in Sales CRM #1

Update field with other field,in People or Organisations,

is that possible ?


William R.

Best Answer

  • Edie Mew
    Edie Mew Member Posts: 166
    First Anniversary 5 Up Votes 5 Likes First Answer
    #2 Answer ✓

    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!

Answers

  • Wim Rippen
    Wim Rippen Member Posts: 3
    First Comment Photogenic First Anniversary
    #3

    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

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