Hi
Any ideas how I can make sure contacts are sync’d across multiple pipelines? So if a contact changes in one pipeline it auto updates all of the other pipelines. I can’t think how to do this as a workflow. Your expertise would be appreciated. TIA
Hi @TEdwards4
Can you elaborate a bit more what exactly you mean? Pipelines are usually used with deals and tickets, to which contacts are attached. What are you referring to when you say “if a contact changes in one pipeline”?
Cheers
Frank
My reply seems to have not posted, so apologies.
Once a deal is won in the sales pipeline we have a workflow set to copy details over to two other pipelines. However, if we make changes to contacts in one of the other pipelines they don’t update the main company record so we end up with a variety of contacts agross pipelines. I’m trying to find a way that syncs them all.