Using Form to Populate Notes

[SDitore]

I'm creating a form that our sales team can use when they are on zoom call with an investor. The form has required email address and their contact info. I want the notes field to go directly into the Notes section on the Contact's profile.  Is this possible? How do I do this?

[Bryantworks · Accepted solution]

Hey @SDitore,

The only way to do this would to be using Zapier or Automate.io I believe.  It would look something like the following:

Step 1 - Create a Zap/Bot based on a new form submission

Step 2 - Do a lookup for that contact based on the email submitted

Step 3 - Create an "Engagement" with a Note

Step 4 - Move the "Message" or "Notes" field from the form to the "Notes Body" of the new engagement

Then everytime that form is submitted, it'll lookup the correct contact and add in a new engagement of a note on their record.  Hope this helps!