Update field with other field,in People or Organisations,
is that possible ?
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!
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