+ Start a Discussion
Connor ReillyConnor Reilly 

auto-populate Task related to field


I'm wondering if there is a way to auto-populate the related to field on a task? The goal would be for any activity logged to an opportunity, the related to field should auto populate to the contact that is assoicated with the opportunity. This way, the activity rolls up to the related contact activity as well. 

Swiderski, ErikSwiderski, Erik
Have you tried flow builder for this yet?