Automation : when a organization field change, it changes a field in all contact linked to this orga

Thomas Aydos
Thomas Aydos Posts: 1

Hi, we need a new feature : when a change happening on a organization field, we need to change a field on the linked contact of this organization.  

Ex : when the field "Client" of organisation = "magasin fermé" => The field "Disqualified" for all the contact linked to the organization change to "OUI". 

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  • Sam Boyd
    Sam Boyd Posts: 12
    10 Comments Name Dropper First Anniversary
    edited May 2021 #2

    Would it be possible to rely on an Organization field which is viewable from all deals? This way, all they need to do is look at the organization section on the deal to identify the field.