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Active Campaign - Copy Deal Data between Deal pipelines

  • 14 January 2021
  • 3 replies
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I am trying to create a zap that will copy deal field data in active campaign between pipeline deal fields.  Has anyone done this?

 

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Best answer by AndrewJDavison_Luhhu 18 January 2021, 12:32

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@tfargo 

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.

 

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@tfargo 

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.