I am looking for a way to log all the emails I send to my contacts automatically to my Interactions table. I thought I could accomplish that by using the Zapier integration with Email Parser.
I set the contacts involved field to equal the recipient a...
I am looking up a field from another table but it comes in as a text value. I would like it to be clickable like the linked fields so I can jump directly to the record.
Any ideas how to do that?
Thanks @openside, I am using Zapier but I need to upgrade to the paid account for multi step zaps. First we need to do a search if records already exists and then create or update records. The search formula seems to be pretty powerful. I wonder if t...
Any progress on this?
We need to link our free trial sign ups to existing accounts. When they sign up they enter their Organization name. If we could link based on a passed in value then we could simply enter the name they supply to the linked record...
I think I solved this using the Zapier Email Address. It allowed me to select more fields to be pulled in.
Still interested in more automated options that dont require me to bcc each time I send an email. Something that can scan all the emails I send...
Thanks
I believe thats what I did and like you mentioned it does not allow the drilldown.
I am not familiar with the aggregration formula but it doesnt seem relevant hear as the field being filtered against is in the ‘target table’.
