Adding Deall when Contact Added
Nick Garrison Posts: 5
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?
Brad Krause_13404 Posts: 498edited February 2021 #2
Trigger: Person created
Condition: Label is (choose label)
Action: Deal , Create deal0