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

Till Jaeger
Till Jaeger Posts: 1
First Anniversary Photogenic
edited July 11 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: 605 COMMUNITY MANAGER
    100 Comments 25 Likes 5 Answers Community Manager
    edited January 17 #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.