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Good Day,
I’m trying to manage a number of marketing campaigns at the contact level within AirTable. I’m unclear if automation can be applied to make the process efficient.
My key use case in the [Activity] table is to manage a multi-step campaign ov...
Hello,
I am trying to identify the most recent meeting with a Contact. The key information is stored in the Activities table except for the Contact & Account which is linked from the Contacts table.
I’ve been trying to use a Max date function and cou...
The uses case is upon a record being updated, {complete}, then that record would be duplicated and updated for the next step in that campaign by looking up the step in the [campaign] table.
Thank you. I’m interested to hear your thoughts.
I have outline the fields mentioned by indicating the table they come from and the type of field.
[Activity] table fields include
{Due Date} is currently a date field
{Completed Date} date field
{Actio...
Interesting, thank you Kamille.
I followed the steps, but, the only values returned is ‘0’ for every record.
As I need the most recent date returned for meetings on each {Contact & Account} , it seems like I need to associate a meeting date with the ...