Workflow Action and Trigger - Associate Company or Contact
Within workflows, I'd like the ability to associate a contact, company, or deal to another entity such as a contact, company, or deal.
I have a deal associated with a contact from Company A. I'd like the ability to automatically associate Company A to the deal (if associated company is unknown).
I would need a trigger that allowed me to check whether a company was already associated to that deal. And if unknown, an action to copy over the contact's associated company to the deal's associated company.
Who: This benefits sales team, sales managers, and CRM administrators.
Goal: Eliminate manual data entry for deals, contacts, and companies that all go together.
Value: Save time and ensure that any activity on a company, deal, or contact will automatically be logged on each entity (company, deal, or contact).