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Jordan_Sanchez - profile
Jordan_Sanchez
4 - Data Explorer
since
Sep 02, 2021
Nov 29, 2022
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CRM to production Logic sequence/automation
Sep 02, 2021
I’d like to set up logic/automation so that when we win a deal and moved it into “won” category in our pipeline - that a new record is generated in our production table so that we can start planning for the project. Any ideas on how to do this?
Re: CRM to production Logic sequence/automation
Sep 02, 2021
Thank you! I’ll try this today and I’ll report back!