Add a new workflow for custom field
Marketing_12451 Posts: 3
edited July 2022 in Ideas and Product Feedback #1
It would be great to automate the following workflow : when a company has a "client" status, then update in the company associated contacts a specific custom field (we add a contact status to make a difference between prospect/partner/client) ? > I would like all contacts belonging to a client company to be automatically updated as "client" in my custom field.
Mike van der Valk Posts: 4,052edited September 2020 #2
Thanks for sharing, I'll pass it along to our team working on that automation feature!0