Link a person to a deal automatically

Dan Strutt_17241
Dan Strutt_17241 Posts: 8
Second Anniversary Photogenic
edited July 2022 in Workflow Automation #1

I've created workflows which create an Organisation when a Contact is created (this is coming from Mailshake via Zapier).

I also have a workflow that creates a Deal when an Organisation is created.

So the flow is currently - contact is created > organisation is created > deal is created.

This all works fine, but for some reason the Contact and Deal are not linked. 

Does anyone know a way of automatically linking the Contact and Deal - I'm looking to run campaigns at scale so don't want to have to manually click 'link contact' from the Deal.

Any help would be greatly appreciated.

Thanks

Comments