Copy field value to new custom field

George Bonelli
George Bonelli Posts: 3
edited July 25 in Workflow Automation #1

Hi.  Once we win a deal I want to copy the deal value to a custom data field and automate that step.  Has anyone been able to figure out how to do this?  It appears I can only enter a number and have it copy a value from an existing field.   

Comments

  • Arthur_70084
    Arthur_70084 Posts: 74
    edited February 16 #2

    Hey @George Bonelli 

    I'm Arthur (I'm from France ) I'm used to playing with Pipedrive automation but, I'm also an integromet specialist certified. Considering you demand I recommend you use integromat, but it could be a bit tricky. If you want, it would be my pleasure to help you. 

    I have designed a lot of scenarios automation and if you want I can show you some of them. 

    If you're interested we can set up an appointment and discuss your need. 

  • Amit Sarda - Pipedrive Consultant - AmitSarda.xyz
    edited February 16 #3

    Hi @George Bonelli - Is this custom field under deal, or any other object?

    Are the data types of the field consistent?