Deal Workflows - No pre populated first name option available
Andrii Chernitskyi Posts: 1
edited July 2022 in Workflow Automation #1
i build workflows that are triggered by deal changes. First name, as autogenerated field, is only available if you work with person's details but not a deal. The same story when you build integrations thru Zapier: thru deal details only deal contact full name is available. Doesn't look personalized when your email contains Dear Michael Jordan, .... instead of Dear Michael. Any solutions to this ?
Amit Sarda - Pipedrive Consultant - AmitSarda.xyz Posts: 1,242edited November 2021 #2
You can add a dummy action step in your workflow to fetch the person record.0
Boris Tsibelman Posts: 998edited November 2021 #3
Create an automation that takes the full name [michael jordan] and splits it into 2 fields [fname & lname]0