Moving associated contacts/company to new deal.

[DZgliński]

Hi Everyone,

Just to describe what i want to do:
I have two pipelines, when deal is in moved to last stage i create with help of Zapier another deal in next pipeline. It is pretty much same deal, copy of previous one, i move/copy all needed properties from deal in previous pipeline to new deal in next pipeline.

I am looking right now how can i move/connect/copy associated contacts and companies from old deal to this new deal.

Any ideas how to do this automatically? Maybe with Zapier help?

[Phil_Vallender · Accepted solution]

Hi @DZgliński 

This will be a pretty complicated zap, or more likely set of zaps, but you shoud be able to use the Find Associations action to identify the objects associated with the source deal, and the create associations action to replicate them on the destination deal. 

I hope this at least helps you get started.