How To Sync 'Deals' data To The Related Contact In The 'Contacts' Module
Hi there!
I'm looking to be able to sync Deals and Contacts.
Basically, when someone places an order we have it syncing the order data to Deals, complete with the customer's name and email.
Is there any way to have that Deal synced to the matching contact in the Contacts module?
Presumably matching by email address.
I'm familiar with Workflows, however it doesn't seem that Workflows work across different modules.
We're looking to be able to run reports based on what the customer bought, but can't see a better way to do that.
Any help would be much appreciated!
Thanks!!