Link a note to deal after it has been created on org level?

jaeti01
jaeti01 Member Posts: 2 VERIFIED MEMBER
Second Anniversary First Comment Photogenic
edited July 2022 in Sales CRM #1

Is there any way to link an existing note that had originally been created on organisation level to a deal other than copy / paste the content into a new note? 

thanks! 

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  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,294 COMMUNITY MANAGER
    1000 Comments 250 Likes 25 Answers Third Anniversary
    edited January 2022 #2

    Hi @Till Jaeger , you might be able to make that happen with a tool such as Zapier or Integromat. By setting it up to create a note in a deal when a note is created inside the org.

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