Hello gang,
I have created a custom contact field type checkbox, is there a way in an automation to copy the values of the checkbox to the custom deal field of same type/values? I know we can copy date values from custom contact to custom deal, any way to copy other field types?
thanx
Hey theneatniche,
Biannca here from our CX team, sorry we missed this when it was originally published.
In the spirit of providing insight on this question, it’s not currently possible to copy values from a contact field to a deal field. I would highly recommend submitting this as an idea at ideas.activecampaign.com, where our team check this frequently and seek to implement ideas that are well supported.
The workaround would be to export the contact and the custom field value and then import the field value to the Deals section of the account.
Please don’t hesitate to reply back out if you have any further questions.
It could be done via API fed out to Zapier or similar