I am trying to create a zap that will copy deal field data in active campaign between pipeline deal fields. Has anyone done this?
This post has been closed for comments. Please create a new post if you need help or have a question about this topic.
+11- Zapier Solution Partner
Do you mean you want to move a deal from one pipeline to another, or essentially duplicate a deal into a new pipeline?
- Beginner
I am trying to create a new deal from one pipeline to another including and copying ALL the deal fields from the first pipeline into the new pipeline.
+11- Zapier Solution Partner
- Answer
So you’ll want a search step that finds the first deal, then you can add another step that creates a new deal - and then map across all the fields.
Find out more and hire me: https://zapier.com/partnerdirectory/andrewjdavison (andrew@andrewjdavison.com)
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.