How to Capture Multiple SmartSuite Datasets in the Same Form

If your clients submit project requests through an application process, all the information you need to keep can be overwhelming. Don’t feel like you must keep that information in one place if it’s not helping you! Thanks to tools like SmartSuite and Fillout, you can automate information to be mapped out to where you need the specific data sets!👇 _________________________________________ Learn more at these links: 🔗 👇 Learn the basics of Automation! https://www.garethpronovost.com/webinar-registration Sign up for SmartSuite today! https://partners.smartsuite.com/8ust3byf6ihl Upgrade your SmartSuite and get your Swag! https://form.smartsuite.com/x8zfht5g/NX3z84Nbvw Sign up and start building with Fillout! https://fillout.com/?ref=gapconsulting _________________________________________ Table of Contents: 📖 👇 00:00 - What this video covers 01:59 - Setting up your form in Fillout and why you would use Fillout 04:33 - Building 3 SmartSuite Applications 05:55 - Setting up fields for Contacts 07:56 - Setting up fields for Organizations 09:26 - Setting up Projects Fields 11:12 - Finalizing llinked records 12:02 - Setting up Fillout with 3rd Party automation tool Make 14:13 - What the automated end result will look like 14:52 - Searching for existing records before creating new ones 17:23 - Why building this robust solution is useful 17:55 - How to get more help! _________________________________________ Software Resources (may contain affiliate links): 💻 👇 SmartSuite - https://partners.smartsuite.com/8ust3byf6ihl Fillout - https://fillout.com/?ref=gapconsulting Make - https://www.make.com/en/register?pc=gapconsulting _________________________________________ #smartsuite #GarethPronovost #nocode