I have an automation set up to create a new opportunity when a new company is created with a certain contact type. How do I make sure that the new company is associated to the opportunity? I feel like I’ve tried every possible formula, but it won’t let me use company_id or company_name.
Best answer by Michelle from CopperView original
@Keely R, thanks for posting!
So, you have a workflow automation that says: when a new company is created, create an opportunity. This is how I recommend setting that up:
For company, the formula you use is just
Intuitively, it makes sense that you tried
company_name. But the system is calling the info from the Company record, where it’s just called
The same goes for the Company name; it’s stored on the Company as
Give it a try and lot me know how it goes!