Skip to main content

Hi there!

 

I am making a CRM using Airtable, and I want it to store copies of emails sent. In this CRM I have also set up a table to store contacts - which includes names and emails. 

 

To achieve this, I have set up a zapier to store emails in a base when they have a tag, and to check if the email address is stored as a contact and if they are not, then it makes a new record in Airtable with their email address. I want these contact records to be linked to my new email record, and loop through all the contacts so that they are all saved in one record.

 

However in the zap I have made, as it is running as a loop it seems to over ride the contact field, so I end up having only one contact in the linked field. 

 

e.g 

To: 123@gmail.com, 456@gmail.com 

Body:

Hi! 

 

My zap will create a new contact for both 123 and 456. But in the table where the email is saved, only 456 will be saved, as the zap is running in a loop and just overrides things from past loops. 

 

Any advice on how to else to design this? 

 

 

 

Hey ​@CP_Tech ,

 

Can you share screenshot on how did you configure Action 2, 8,11 and 12 ? 


Hi ​@CP_Tech 

Multiple paths can run when conditions are met.

Loops run in parallel, so you may need to add a Delay (After Queue) step to space out each loop iteration.

Delay help: https://zapier.com/apps/delay/integrations#help

 

If you are trying to update the same email record, the you need to first find the email record to get the current data about the email record, then append new contacts to the existing contacts for that email record.

e.g. [NEW CONTACT],[EXISTING CONTACTS]


Also, you could probably simplify your Zap step design, by converting the first Airtable Find Record (Contact) step to be a Find or Create Record (Contact), then you would not need Paths.

 


Thank you so much! The delay has worked!! Also I have made it simpler by using the ‘ Find or Create Record (Contact)” task instead. 


That’s amazing ​@CP_Tech! A huge thanks to Troy for pointing you in the right direction!

If you have any other questions, please don’t hesitate to reach out to the Community. We’re always happy to help! 🤗