Notes - Automation

EShep
EShep Member Posts: 1
in Workflow Automation #1

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!

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Answers

  • Josh Buesking
    Josh Buesking Member Posts: 151
    Third Anniversary 100 Comments 25 Likes 5 Insightfuls
    #2

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

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