Add Contact From Cell Value

AndreMan

Hi,

I have a sheet with customers and related information on each row and would like to send a bulk update request to each individual but the email addresses are currently in a simple text field.

I realize I can create an update request triggered from a field, a checkbox I will add for the purpose and check all that apply, but as the email address I want to send to is in a text field and not a Contact field, I can't do so.

I don't mind adding all of them to a contact list and maybe I can do this by exporting all names / email address combos and then uploading as contacts but then I would still have to create a contact column and add the appropriate name to the field to do so , I'm hoping I can do an update of current rows with an excel upload of some type but I'll look into that.

To avoid all of this, I'm wondering if a cell value can be added to a contact list somehow. I tried to add a contact list column and use a formula to take the email address from another cell but it seems a formula won't work in this type of column.

Thanks for any input.

Andre

Andrée Starå

Hi Andre,

You could change the column to a contact column.

Would that work?

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

Jacques@SBP

Hello Andre, 

If I'm understanding your scenario correctly, I believe we have a solution for you.  Contact columns don't permit formulas, but we have a work around for this: to deposit the resulting "value" (i.e. a well formed email address) from a formula into a contact type column and thus, you can then benefit from all the functionality this column type provides.

The solution is an API based one, similar to what other tools like Zapier provide, but we tend to be more cost effective.  Let me know if you want a demo of our solution jacques.guitard@smarterbusinessprocesses.com

AndreMan

Thank you both.

Yes, changing the "email" column to a contact type worked. When I did this, it kept the email addresses and changed the cell content to contacts so I was able to use them in an update request action without having to manually add them to a contact list.

Thanks again.

Andrée Starå

Great!

Happy to help!

Best,

Andrée