The Data Contained in this menu including information, deals, proposals, invoices, notes, attachments, etc. should be able to be exported as 1 object or 1 record on Zapier.
I believe that several of these smaller / more specific threads would have their problems solved if this feature was implemented.
Currently, the only objects that are exported are individual deals or projects. I could see the possibility to roll up some of the information from the deals into the proposed βcustomerβ object.
I understand that this may be a moderate sized technical project, however the payoff will be immediate, apparent and help DripJobs stand out even further from the competition

In Review
π‘ Feature Requests
About 1 year ago

Jacob Kasmarcak
Get notified by email when there are changes.
In Review
π‘ Feature Requests
About 1 year ago

Jacob Kasmarcak
Get notified by email when there are changes.