Hello- I’ve seen some suggestions but nothing seems to give me the exact way to do this. My Leads board has specific items: Person Name, Company Name, Company website, Person email. When a lead moves to the stage ‘qualify’ I’d like to automatically create the contact , company + deal in an automation. When I tried this the lead details only landed on account or contact, not both and they aren’t tied to each other.
Example:
Contact pulls name + email from leads but not company name until company is created in accounts.
Accounts pulls in Company name + website but not contacts associated with the company from contacts
I would love to take it a step further and create a deal as well but I’m starting with accounts + Contact. The other issue is I have automations to automatically create a status when a new item is created. When the automation from leads to contacts or boards happen, the automation for the new item created update status isn’t working.
I’m not sure what i’m doing wrong. Any specific steps would be helpful!