Copy'n' paste a contact / Do I need Zapier for this?
a month ago
I'm often give recommendations within my network. In my old CRM (which was in fact just an airtable database) I had a field which contained all important contact values which I need to pass when recommending someone. I added the "layout" of the this textblock at the end of the post.
Ehery time I recommend someonbe I send an email with the address information of both involved persons. Very quick, very easy. I miss a similar feature in HubSpot (free version).
- Upgrade to payed plan and use "calculated fields". ( I'm not sure about that. Does calculation also includes adding strings together.)
- Use some kind of 3rd party plugin.
- My preferred one: Add a new text field. Create a zap which updates that field every time something is changed in the address. My problem with this: There seems to be no zap for any change in the contact. I have to create a zap for "if adress line changed", "if email changed", "if phone number changed", ... And finally one for "new contact". Is that correct?
Here's the template for the field I need:
[adress], [zip], [city], [country]