Auto copy the person address to a deal address?

Bec
Bec Member Posts: 5
First Comment Photogenic First Anniversary

Is there a way to auto copy the person address to a deal address? Thanks

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  • Boris Tsibelman
    Boris Tsibelman Member Posts: 851
    5 Likes Premier Solution Provider First Anniversary First Answer
    edited February 2022 #2

    You can create an automation using Pipedrive workflow automation to do this.

  • Bec
    Bec Member Posts: 5
    First Comment Photogenic First Anniversary
    edited January 2022 #3

    You can create an automation using Pipedrive workflow automation to do this.

    Thanks for your suggestion. I have tried workflow automation, but I can't seem to make it work.

     I did trigger > person address updated, action > update the address in the deal. However, it wants me to select a specific deal. When I actually want this to happen to all deals. :-(

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,489
    First Answer 5 Insightfuls 5 Up Votes First Anniversary
    CONSULTANT
    edited February 2022 #4

    You can create an automation using Pipedrive workflow automation to do this.

    You will be able to do it with Integromat.

  • Gabriel Ramos
    Gabriel Ramos Member Posts: 29
    First Anniversary Name Dropper First Comment Photogenic
    edited January 2022 #5

    Can be done by Zapier