What would you rather do:
- Knock out your daily to-do list...
- Spend half of your time updating contact info in their deal record?
It's obvious, because who wants to take the time to manually update new info every time it arrives. Luckily, we automate that.
The Sync Deal Fields From Contact Custom Fields Automation Recipe takes care of that manual info-updating work for you.
This automation recipe lets you store updated data on each deal to make informed decisions regarding your sales funnel. The most common case of this action is when a form submission occurs.
How does the sync deal fields from contact custom fields automation work?
1. This automation is triggered when the selected contact custom field is updated.
2. An "Update a custom field" action updates the corresponding deal field with the information from the updated contact field.
3. The automation ends.
What do you need to use the sync deal fields from contact custom fields automation recipe?
Just an ActiveCampaign account, a form or other update action, and custom fields.
