How to capture multiple SmartSuite datasets in the same form

our 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!

In this video, I'll show you how to automate the process of collecting information from your website application using SmartSuite. We'll use Fillout to build a comprehensive form and integrate it with SmartSuite. I'll guide you through step-by-step, linking contacts, organizations, and projects, and creating a seamless automation workflow. By the end, you'll have all your data in one place and enjoy the benefits of efficient data management.

In this video, you'll learn about:

• Setting up your form in Fillout and why you would use Fillout
• Building 3 SmartSuite Applications
• Setting up fields for Contacts
• Setting up fields for Organizations
• Setting up Projects Fields
• Finalizing linked records
• Setting up Fillout with 3rd Party automation tool Make
• What the automated end result will look like
• Searching for existing records before creating new ones
• Why building this robust solution is useful
  

If you found this helpful and want to give it a try yourself, please use our links below! 👇

• SmartSuite
• Fillout
• Make

Plus, when you're ready to start automating in no-code, be sure to grab our free training here! 👇