We have different Values for a deal (License, Implementation, Hardware, Warranty)
Each Value has a separate custom field in the deal.
We want to add all values into the deal value.
Idea #1: Automation does not support addition of values into another field. → no solution
Idea #2: Send all data of the deal via webhook to Zapier and let them do the math. → does not work. Automation runs but puts no datra in the webhook.
Any other ideas?
Hi @sheinrich,
Could you send all the deal custom fields to a Google sheet or Excel sheet using Zapier and have the maths done there, before bouncing the relevant row of the summary column back to the Deal Value?
It would probably mean creating a new row on worksheet each time, which also means your contact data is being stored in an additional place (which you may want to avoid) but it might work to achieve what you are looking for.
I would love to hear whether it works.
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