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Link field from organization to contacts

I have a field in organizations that tells me whether an org is a customer or not. I would like that same information to appear in the contact records for all contacts associated with the org? Can I do this? 

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  • Hi Chris,

    Yes, this is possible. When you update the organization to 'customer', we pull all related contact IDs, and then update the contacts. Also, vice versa when a contact's primary organization field is updated, we find out if the organization is labeled 'customer' and then update the contact. This way your contacts always stay up-to-date, real-time. 

    This can be developed with workflow automation webhooks and zapier. Let me know if you need assistance with development.

    Thank you,

    Micah Feldkamp

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  • The workflow automation webhooks are triggered when certain criteria are met (i.e. custom field update to customer) and sends the record's data and links (contact IDs) to a 3rd party service or custom app, which is then used to update the contact records.

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  • Yes, the first part is built into Insightly.

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  • You will need Insightly Professional or Enterprise plan.

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  • Is the workflow automation webhooks something built in to Insightly or is it third party? 

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