populating a deal source from workflow campaigns

[deanrenshaw]

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!!

[ChrisoKlepke]

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]

Hi @deanrenshaw 

Thank you for reaching out.

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

Thank you!

Best

Tiphaine