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

jaeti01
jaeti01 Member Posts: 2
First Comment First Anniversary 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! 

Comments

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,045 COMMUNITY MANAGER
    First Anniversary 5 Likes First Comment First Answer
    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.