That tracks every conversion, but means I have a million columns on my Contact table – and my gallery view (which the recruiters are using) isn’t as clean as I’d like it to be.īecause we deal with thousands of contacts in a year, manually adding each conversion point is not an option. My current workaround is to have a column for every single type of conversion on my Contacts table – which is either blank, or filled with the conversion value (so, a column called General Web Form that receives the value General Web Form if triggered by the integration. Ideally, those conversions would stack up in the same field (linking to multiple records). Zapier can locate the record, and then updated it – but If I use the same trick, the integration will overwrite the existing data in the linked records field, so I lose the General Web Form conversion. ![]() The challenge is at the second point of conversion: let’s say Event Registration. So if a candidate fills out the General Web Form, I can have a unique Zap with the text ‘General Web Form’ dropping into the linked records -> Interactions field and it works like a charm. I have a Contacts table (with Email as the unique identifier), and an Interactions table (with things like General Web Form, Event Registration, etc.). ![]() The primary challenge I’m encountering is in logging interactions. ![]() We’ve used Zapier for ages to create and update records in Google Sheets, and are shifting our process over to Airtable to allow more users access to the data. Hello! I work in higher ed, and am trying to set up a highly automated CRM base.
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