I am using Integromat to import values from contact form to Airtable. In Airtable I have two tables Clients and Inquires and when contact form is submitted data is stored in both tables.
I manage to set up Integromat to store data in new row in Inquiry and Client tab and to link records together.
What I am trying to achieve is create new client tab only if the client with same email does not already exist. If there is a client record with same email, the inquiry should be linked to that record.
- The primary field in Clients tab is “Client Name” and “Client email” is email field in Clients tab.
- The contact form does not have Name as required field and if name is not provided Integromat creates “Add name” linked record (This is the case in current scenario and it should remain that way if there is no client with existing email.)
I would appreciate suggestions on how to achieve this. Thanks