Adding Deall when Contact Added

Nick Garrison
Nick Garrison Member Posts: 2
First Comment
edited May 2022 in Workflow Automation #1

I would like to create a deal automatically when a new contact is added with a certain Label.. Can anyone tell me how to do that?

Comments

  • Brad Krause_13404
    Brad Krause_13404 Member Posts: 374
    5 Up Votes First Comment
    edited February 2021 #2

    Trigger: Person created

    Condition: Label is (choose label)

    Action: Deal , Create deal