Auto copy the person address to a deal address?

Bec
Bec Member Posts: 5
Second Anniversary First Comment Photogenic
edited June 2022 in Ideas and Product Feedback #1

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: 872
    1000 Comments Third Anniversary Premier Solution Provider First Answer
    edited February 2022 #2

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

  • Bec
    Bec Member Posts: 5
    Second Anniversary First Comment Photogenic
    edited January 2022 #3
    Boris Tsibelman said:

    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: 1,353
    1000 Comments Third Anniversary 100 Likes 5 Answers
    CONSULTANT
    edited February 2022 #4
    Boris Tsibelman said:

    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
    Third Anniversary 10 Comments Name Dropper Photogenic
    edited January 2022 #5

    Can be done by Zapier

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