Update fields automatically from Person, Org and Deals

Guillermo Posts: 1

Hi there,

It's really important users can update fields from organization , for example.

It's very frustrating for clients have to tag manually again an again fields for contacts  who data value exist is company. It's really tedious and time consuming.

And No, use filters and upload in Bulk mode or use  the API via zapier or similars , not should be an option. It should be resolved by Automation workflow.  



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  • Mike van der Valk
    Mike van der Valk Posts: 4,043
    2500 Comments 100 Likes Third Anniversary 5 Answers
    edited September 2020 #2

    Hi @Guillermo 

    Thanks for posting here. I'd love to make sure your feedback reaches our team. Could you explain the use case a little to me please. What kind of info is on org for example that is also on the person?