Create Contacts Automatically

Akhil
Akhil
edited 12/09/19 in Smartsheet Basics

If I have First column full of names and Second column with respective email ID, I want a way to create a contact automatically in third column. 

Please see the image below. I want to get the contact created automatically based on data from other two columns. 

 

I will explain my use case. Please suggest if there is any better way to do this. 

I created a form and shared with multiple users through out the company (not everyone is smartsheet user)

When someone submits the form, I want to know / record who submitted the form. So I created a column "Requested by (email ID)" and added that field to form. 

So as someone submits form, the email id will stored in a respective column. 

I wanted to send automatic notifications to that email ID as project status changes. 

Problem here is smarsheets is not sending notifications to the email, it is only sending notifications if it is a contact. 

So every time there is a new form, I have manually change email id to contact. 

I want a way to automatically change the email id to contact. 

 

Any help is much appreciated

 

Thanks

Akhil

 

Screen Shot 2019-08-01 at 1.28.49 PM.png

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Comments

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi Akhil,

    Excellent news! Formulas in contact columns are coming very soon.

    Coming Soon: A New Way to Assign Work

    Formulas like =VLOOKUP enable your sheets to automatically returnkey data based on its association with a unique identifier. Today, formula output cannot be in a contact column, but we plan on supporting this very soon.

    What does this mean for you? Teams that field requests in IT, marketing, and other departments will be able to automatically assignincoming requests to the correct person. This will help eliminate the manual process of assigning new work,and get the right people working on the right things more quickly.

    For example, if you are a West Coast regional manager for a consulting firm, you can create a sheet for tracking customers. Using a Smartsheet form, prospective customers can fill out their name and address to request a bid.

    With the forthcoming capability, you’ll be able to quickly setup a formula in the contact column then, dependent on the submission, look up the state and which regional manager is responsible. The correct person is assignedto that customer, and a notification is generatedto let them know they have a new opportunity to work — all without anymanual input.

    One of Smartsheet’s fundamental commitments to our customers is continuous improvement. Ensuring that you can move from idea to impact — fast — is critical. Be on the lookout for performance enhancements that will improve formula speed within your sheets. We’re happy to share these changes with you,and look forward to many more to come. 

    Hope that helps!

    Have a fantastic day!

    Best,

    Andrée Starå

    Workflow Consultant @ Get Done Consulting

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E:[email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Sorry I misread your post.

    If you change the column with the email address to a contact column, it should work.

    Did it work?

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E:[email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.