Customer relationship management (CRM) approaches

[lucacordone]

Hello, I would like to create a CRM from an existing customer list, with an event management function.

In particular I have: a "customer" table and an "event" table.

Customers must register for the event by submitting a form (which inserts data into the "event" table). When the customer already exists, a tag is created into the "customers" table referring to the event. Or in any case a link between the "customers" table and the "list" table.

Do you have any suggestions? Thank you!

[TheTimeSavingCo · Accepted solution]

Use an automation that will trigger whenever the form gets submitted.  It'll have a "Find record" action to find the submitting customer's record in the "Customer" table, and then an "Update record" action to update the triggering record's linked field to the "Customer" table with the found record ID