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How to automate the creation of a new contact ?

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Arthur_CRM
5 - Automation Enthusiast
5 - Automation Enthusiast

Hi everybody, 


I am trying to set up a specific automation. I have set up already the importation of emails in Airtable, in the table "my emails". It looks like this :

Arthur_CRM_0-1719236650767.png

Now, I would like to automate the following steps : 

- check if in table "Contacts", there is in the field "email" the same address email than in the field "email" from the table "my emails".
- if YES, then, in "my emails" in the linked field "Contact", link the existing contact with the same email address.

- if NO, then create a new record in the table "Contacts" with all the information of the new contact.

 

Basically the idea is simple : if the email comes from a know person, link the email to the person, if it comes from a new person, create a contact for this person.

 

 

Thank you so much, 

 

Have a nice day, 

 

Arthur

10 Replies 10
Arthur_CRM
5 - Automation Enthusiast
5 - Automation Enthusiast

Ahhh now I understand what you meant!!
Thank you!!

Concerning the formula to extract only the first string or the second one, I found this formula for the first name (first string) : LEFT({Your Field}, FIND(" ", {Your Field}) - 1). For the Last Name : LEFT({Your Field}, FIND(" ", {Your Field}) - 1)