I have a few questions regarding workflow and deals:
- Is there a way to create a workflow that automagically updates the dealstage when another property changes?
- Is there a way to update a deal property base on a contact property change? For example, if a contact has no phone number, can we update all deals of the contact and set them to ‘’unreachable’’ in a newly created deal property?
- Same question but the other way around, for example to change a contact’s lifecycle stage when a deal is won.
I know this forum is supposed to be mostly for developers tools (API, webhooks, and the likes) and this isn’t exactly the case for these questions, but I didn’t find a better place to ask them publicly.