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Create Contact row action

  • Jul 10, 2024 12:24 AM UTC
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I’m trying to create a row action that creates a new Contact under the Account. I basically want it to be a re-direct URL that opens a blank window (which is easy), but I want it to have some of the fields already filled out (i.e. phone number, revenue, industry, etc.) based on the Account. 

Anyone have any idea how I can do this? Thank you!

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3 replies

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On your create contact page, set up URL param conditions on the fields that you want to have pre-filled, and from your account page pass those params with merge syntax into your redirect url.

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  • Author
  • Jul 10, 2024 12:44 AM UTC

That worked like a charm - thank you I appreciate it.

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Happy to help!

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