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✅✅ How to add a form field details to Contact Notes Automatically
✔️ Alright so in today’s tip or trick it relates to whenever you go and have a form that you fill out, the information gets filled out. Well, there’s the information once filled out on a form is available in your contact.
Traditionally you fill out that form, you go to the activities and you check you can click on it to see the form.
But what we’ve done is, for example, let you know there’s a form attached to your calendar event right?
It goes something like this: you go to the calla and you fill out your contact information and they fill out all the stuff that they’re interested in as well, and then you schedule the appointment.
✔️ Now, what would you do, what would happen to that contact information?
Well, you could set up a workflow for the same appointment book or form failed or a survey completed whatever the trigger is.
✔️ And then you can add what we call these things systematic notes. And you can have all of that information.
All of the fields in that form were filled in and added as a note to the contact.
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