Notes - Automation

Hi,

I'm using a zapier to send form questions from squarespace into my customer file as a new note. I can't seem to get them to be tagged to that person if they become a lead - still working on it. If anyone has done this, let me know.

So I'm wondering, is there a pipedrive automation that when a note is created in the customer view, it can be duplicated into the leads view as well? I don't see anything that seems to do what I'm looking to do which is keep a note top of mind in the customer and lead view.


Thanks!

Answers

  • The customer view shows an overview of all deal notes that the customer is connected to already.