Mirroring values from organization fields into deal fields

Benno Schwede
Benno Schwede Posts: 2
edited June 28 in Workflow Automation #1

Could find anything with the search, that's why I need your help.

I'd like to copy values from organizational fields (key account) to deal fields (key account) to speed up processes whilst creating a deal. 

FYI - We do use an API to pull data into our dwh and it's much easier to pull everything just from deals as bits from deals and others from the organization. That's why we want to mirror this stuff.

 

Thanks for your help

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