HI
I have some forms that automatically create a deal when submitted, it would be really great if I can add all the deal fields to a form also. (currently only seems to allow contact fields)
Any idea if this is possible or will in the future please?
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Great question! At this time we can only add Contact fields to forms. This is something that is on the roadmap to be updated but we do not have a current ETA. Please let us know that this feature would be great on our platform at ideas.activecampaign.com so we can work towards this update!
Is there a way to sync the contact data into the deal data? The pipelines aren’t very useful if all the best data is locked into the contact field (because that is what Zap’s in/out) and I can’t see it inside the deals. How do I see the contact data inside the deals without clicking on a contact’s link?