Add contact and/or company timeline activity to deal from workflow
I've set up a workflow that creates a deal in our sales pipeline when the lead status of a contact is changed.
The problem is that the timeline activity/emails from the contact or others from the company is not synced automatically with the deal in the pipeline. This means that we spend a lot of time reviewing deals and manually associating emails and activities to deals.
For me, this basically defeats the purpose of having a workflow to automate this process.
If you create a deal from the contact record you are given the option to "Add timeline activity from [contact name] to this deal starting from [time period]" (as seen below).
My product request is to add this same functionality to associate contact and/or company activity to a deal from the "Create a deal" action in a workflow.