CPC_Center - profile

CPC_Center · Jun 08, 2021

Issue: I have an automation I want to run one at a time on newly imported Contact records that are imported (multiple at a time) via copy and paste. This automation works when if I trigger it with one new record (I’m just duplicating an existing reco...

CPC_Center · Apr 30, 2021

I’d like to be able to sort (1-> 9, or A->Z, or determine a specific order) in the way that info from lookup or rollup fields are generated!

CPC_Center · Apr 16, 2021

Thanks for your response, and for creating this! Can you say more about how you could use Automations Scripting Action to link a form submission (survey response) to an existing contact, and to create a new contact when my primary field is a formula?...

CPC_Center · Mar 28, 2021

@Jeremy_Oglesby Thank you for creating such a useful script. Can you help me figure out how to use this when I have my Contacts and Interactions Table’s primary field name as a formula field? For contacts, I have a two single line text fields for fir...

CPC_Center · Mar 09, 2021

Yes!! We need folders!

CPC_Center · Mar 02, 2021

Thank you for this script! It’s very helpful. Is there a way that to adapt this for multiple templates for different types of projects (e.g., “webinar briefing” or “op-ed”). I like that the script prompts us to select a project, but I’m not sure how ...

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How to get automations to trigger on imported records (via copy and paste) one at a time

Add ability to sort in lookup or rollup fields

Re: Scripting Block: Link Surveys/Forms Submitted to Contacts

Re: Scripting Block: Link Surveys/Forms Submitted to Contacts

Re: Folders for View organization

Re: Creating Tasks from a Template