Automated Notes when Creating Deals

Bart Rygal_59361

Hey you guys, it seems you can't add a note when a deal is created automatically. Is this something that can be added in the future?

I have a template I use for deals and I have to copy and paste it every time I add a deal. It would be great to be able to automatically create a new pinned note in every deal when it's created.

Amit Sarda (AmitSarda.xyz)

How are you creating new deals?

You should be able to create notes as part of the deal creation process when using Make/Integromat or Zapier.