Updating statuses on a different board - SalesCRM

In Sales CRM, when the opportunity stage changes to closed, I would like to update the account status from buying process to client
Is this possible?

Hey Chelly,

In order to achieve this you’d need to firstly mirror that opportunity stage status column into your secondary board.

Once you have set up that mirror, in your destination board, you can set up the following automation recipe:

Screen Shot 2023-10-19 at 10.41.57 am

This will allow you to change that native status column to client, when that mirror column changes to closed…

Let me know what you think :slight_smile: