I am trying to create a zap that will copy deal field data in active campaign between pipeline deal fields. Has anyone done this?
Best answer by AndrewJDavison_Luhhu
View original
This post has been closed for comments. Please create a new post if you need help or have a question about this topic.
Userlevel 7
+10
- Certified Zapier Expert
- 2437 replies
-
15 January 2021
Do you mean you want to move a deal from one pipeline to another, or essentially duplicate a deal into a new pipeline?
- Beginner
- 1 reply
-
17 January 2021
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.
Userlevel 7
+10
- Certified Zapier Expert
- 2437 replies
-
18 January 2021
- 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.
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.