I am using Alfred CRM to manage my LinkeDIN Sales Navigator.
When a contact is created in Linkedin\Alfred Zapier creates a new record on Monday in a board named: “Alfred LinkeDIN Leads”.
When a new replay is created in Linkedin\Alfred Zapier creates a new record on monday in a board named: “Alfred LinkeDIN & Emails Replies”.
The sort or search key for both board can be the Linkedin URL or\and lead full name.
I need to automate this prosses: append the replay or message from “Replay” board to the corresponding field in “Leads” board + change the status to 'working on it"
- duplicate the record, and move the copied record to the pipeline board
Can you help?
[quote=“davidtl12, post:1, topic:12539, full:true”]
I need help with the following problem:
I want to explain the problem in details:
My Alfred CRM creates a new contact record (through Zapier) a record in my contact board at my monday CRM.
Alfred creates a new replay record (through Zapier) in my replies board at my monday CRM.
3 I need to copy the replay content to my contact record. I am doing this manually.
This record will be duplicated and moved to my Sales Pipeline.
- There are at least two sort keys (full name and\or LinkedIn URL) that can be used to locate the right contact\lead record.