Alright Pipedrivers. Looking to see if a couple things are possible that I can't do native in Pipedrive.
Context: We use Autopilot to automate communication when deals are moved from stage to stage in Pipedrive and merge field data into our emails/sms.
Question #1 - Is there a way to auto-update custom fields in the person record when dropdown fields are selected in the deal record?
Question #2 - What do you recommend for forms that give a little more customization and control when adding deals to pipedrive? We want to only display fields that are relevant to each pipeline and need access to all custom fields.