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?
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?
Comments
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
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.
Yes, the first part is built into Insightly.
You will need Insightly Professional or Enterprise plan.
Is the workflow automation webhooks something built in to Insightly or is it third party?
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