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.
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.
Hi @George Bonelli - Is this custom field under deal, or any other object?
Are the data types of the field consistent?