Automation on deals already exist
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Horia Grozea
Member Posts: 1 VERIFIED MEMBER
Hello,
I manage to create thousands of deals over API and put them in the first step of pipeline.
Now I want them to take them and make follow up on them automatically. How can I do that?
All the automation flows are for new deals/activities etc not for existing ones.
Thanks
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You can create activities for existing deals using a CSV import, or use a custom field to trigger an update, which would be a trigger to create a new activity.
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