Copy fields from Contact / Org to new Deal

Rob Strange_40857
Rob Strange_40857 Member Posts: 3 VERIFIED MEMBER
Second Anniversary First Comment
in Workflow Automation #1

Hi all -

After I have created a new Contact or Organisation, I then create a Deal for that Contact or Org. Is it possible for certain fields (namely address fields) to be copied into the new Deal? This will save double entry of data.

Thanks,

Rob

Tagged:

Answers

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,610 VERIFIED MEMBER
    1000 Comments 250 Likes Fourth Anniversary 25 Answers
    #2

    Should be doable with Pipedrive automation or Make/Integromat or Zapier.

  • Elicec
    Elicec Member Posts: 3 VERIFIED MEMBER
    Name Dropper First Comment
    #3

    @Amit Sarda (AmitSarda.xyz) I tried using Zapier but I cannot do the action on any deal. Zapier asks for a specific deal instead of any deal. Do you have more info on how to set up Zapier for this? Thank you so much

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,610 VERIFIED MEMBER
    1000 Comments 250 Likes Fourth Anniversary 25 Answers
    #4

    You will have to loop through and add conditions.

  • Rob Strange_40857
    Rob Strange_40857 Member Posts: 3 VERIFIED MEMBER
    Second Anniversary First Comment
    #5

    Hi all -

    I found a way to copy fields from a new Contact to a new Deal. In the Contact I have created a custom field called "Also SIte Address?", with multple choice answers "Yes" and "No".

    I've created an automation, so when I create a new Contact, if I choose "Yes" for the custom field above, a new Deal is automatically created, which copies the address fields from the Contact.

    Cheers

    Rob

Categories