Automation on deals already exist

Horia Grozea
Horia Grozea Member Posts: 1
edited July 2022 in Workflow Automation #1

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  

Comments

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,535
    First Anniversary First Answer 5 Up Votes 5 Likes
    edited August 2021 #2

    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.