I am trying to create a zap that will copy deal field data in active campaign between pipeline deal fields. Has anyone done this?
I am trying to create a zap that will copy deal field data in active campaign between pipeline deal fields. Has anyone done this?
Do you mean you want to move a deal from one pipeline to another, or essentially duplicate a deal into a new pipeline?
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.
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.
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