I've created an automated action that creates a contact from an opportunity once that opportunity gets to a certain stage. This works fine, however the opportunity isn't actually linked to the contact i.e the contact name doesn't actually show in the "customer" field of the opportunity. Obviously I don't want to have to manually join them, but I can't work out how to do this as part of the AA. Does someone have an idea how to do this?
This question has been flagged
3586
Views
If you send screenshot maybe I can help you out. Because usually the contact and opportunity already have a link. Please give more detail on what you are trying to do.
Thank you - here's a screenshot of my automated action. https://docs.google.com/document/d/1zYLKqrEHf_VgnPQmp3vDvgnVlc0B-Jbx-R3EKmcrFfg/edit?usp=sharing
Interestingly it seems to have stopped working altogether..the KYC field is a custom field and it works fine for a different automated action. TIA for any help you can give