Passing Info from deals to person
Requesting a feature to pass information from deals to the linked Person.
Scenario: We use Zapier to create deals from Calendly & FB Ads.
Once a new deal is created, PD automation kicks in and assigns the related Person and Organization.
I would like to pass the info such as email & ph numbers to be passed from deals to the Person & Organizations attached to it.
Currently this flow is not possible for 'person' with automation.
Comments
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It depends on how you've set this up in Zapier.
You can always create an organization first, then a person, and then a deal in the Zapier automation.
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Amit Sarda said:
It depends on how you've set this up in Zapier.
You can always create an organization first, then a person, and then a deal in the Zapier automation.
Hi @Support I'd like to second Amit his answer. If you create the organization first, then the person linking it to the org, and then the deal linking it to the person and org it will work well in Zapier.
Nonetheless, I'll pass on your feedback regarding our own automation feature
thanks for sharing!0
