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Solved
ryanking on December 17, 2019
Passing Form Comments to Deals
Has anyone had success taking passing information from a Comment box (i.e. form field) into a property on a deal record? We are integrated with Salesforce and often the information that someone enters into the Comment portion of our web form is read more
Reply Deals Forms Salesforce Integration
1 upvote
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Accepted Solution
MatthewShepherd
Key Advisor
December 18, 2019 05:49
Hi @ryanking You can copy contact fields into deal fields if you are using a workflow to create a new deal. If you n...read more
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