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Add customer contact details automatically when new campaign is created

Topic Labels: Base design
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Clare_Fitzpatri
5 - Automation Enthusiast
5 - Automation Enthusiast

Hi we use Airtable to manage marketing campaigns for external partners.
Many of the partners will run several campaigns through the year. I’m currently using a form to collect invoice details which is updating my campaign table based on campaign ID. However I can’t keep asking partners to complete the form every time we run a campaign.
Each partner has a unique number. I have set up a contacts table where partner details are saved against this number.

When creating a new campaign I’d like to be able to add the partner number to the campaign table and trigger automatic population of customer records by looking up the partner number in the contacts table.
I’ve tried a few ways but can’t work out how to get this to work
thanks
Clare
this is where I’ve got to:
2 x tables linked by Partner No field
Contacts table = customer records
Test = campaign table

Trigger: when record is created in Test
Action: find record in Contacts
Update: record in Test (this is the bit I cannot get to work!)

thanks
Clare

3 Replies 3
Zack_S
8 - Airtable Astronomer
8 - Airtable Astronomer

Hi @Clare_Fitzpatrick, are you able to share a link to your base with some ‘dummy’ data?

Clare_Fitzpatri
5 - Automation Enthusiast
5 - Automation Enthusiast

Hi Zack
I’ve created a ‘test’ base with 2 x tables: Campaign & contact and added some dummy data

Really appreciate your help with this :slightly_smiling_face:
thanks! Clare

Just saw your message now. See the images below. Is this what you are looking for?

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