Tips, Tricks & Best Practices

deanrenshaw
Contributor

populating a deal source from workflow campaigns

Can I take a deal related to a workflow goal and popuate the source?

 

So basically

 

Contact added to the workflow

the deal has been created and the goal met

 

I can't find the individual deal to populate - workflows tend to just populate all deals assocted to the contact.

 

Thanks in advance!!

2 Replies 2
Chriso-mwx
Guide | Platinum Partner
Guide | Platinum Partner

populating a deal source from workflow campaigns

Thanks @TiphaineCuisset  that you keep tagging me and getting me into this topic.

 

Hey @deanrenshaw

 

I'm not entirely sure if I follow. Is the deal record created manually or automatically by using a workflow and the Create Record function?

 

What do you mean by source? Do you mean the property Original Source or the relationship between the two objects?

 

It helps a lot if you give more context and insight so the community can help you figure out how to help.

 

Cheers, 

Chriso

TiphaineCuisset
Community Manager
Community Manager

populating a deal source from workflow campaigns

Hi @deanrenshaw 

 

Thank you for reaching out.

 

I want to tag some of our experts on this @LMeert @Chriso-mwx @Bryantworks @jforte do you know what is possible here? 

 

Thank you!

Best

Tiphaine


Saviez vous que la Communauté est disponible en français?
Rejoignez les discussions francophones en changeant votre langue dans les paramètres !

Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !