Moving a custom field from one data entity to another (organisation to deal)

Oriol Segarra
Oriol Segarra Member Posts: 7
First Answer Name Dropper First Comment First Anniversary
edited July 2022 in Sales CRM #1

Hi, I'd like to move one custom field that now is tied to the organisation data entity to the deal entity. 

 

Is it possible to do it in some automatic or semi-automatic way? 

 

thanks!

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  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,363
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    CONSULTANT
    edited December 2021 #2

    Perhaps using Pipedrive Automation.

    But a CSV export and import would be the cleanest way to implement this.

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