Adding Deall when Contact Added

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Nick Garrison
Nick Garrison Member Posts: 2
First Comment
edited April 24 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: 373
    5 Up Votes First Comment
    edited February 2021 #2
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    Trigger: Person created

    Condition: Label is (choose label)

    Action: Deal , Create deal

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