Copy fields from Contact / Org to new Deal
Rob Strange_40857
Member Posts: 2
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
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Answers
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Should be doable with Pipedrive automation or Make/Integromat or Zapier.
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