Fix Automation to Set Duplicate Deal's Close Date One Year from Original

Zackryy

Hi,

Has anyone else encountered this issue and found a solution? Here's the problem I'm facing on this website:

I created an automation that duplicates a deal when I mark an existing deal as "Won". I want the duplicate deal's expected close date to be set to one year from the original deal's expected close date. However, the automation sets it to one year from the day I marked it as "Won".

Any ideas on how to fix this?

Amit Sarda (AmitSarda.xyz)

You will have to do this using Make/Integromat or Zapier or Relay for now.

Poloduf

I've done this for one of my customer. If needed, i can help you to do it with Make.