Set up automations within the CRM NetHunt. There will be several tasks within the CRM, and I will periodically reach out.
1.1 I have a separate folder for partners (created) for working and searching for partners, where I fill in the Address and Country, and I want this to be transferred from Partners to Contacts.
Response from technical support
"
You can create cards in another folder, for example, Partners, through automation and transfer all available fields. Your contact received the status Partner in the dropdown menu, and this automation will create it in the Partners folder.
If you want to transfer specific fields, you can choose the trigger for the field value changed and then update the related record in the Partners folder, if you have a connection between the folders.
This automation can look like this:" (screenshots below)
Response from Integrators
"You need to set up a trigger so that if something changes in the funnel "Partners" > condition: the address field is filled, the country field is filled > change the fields of the contact record, and copy the data from the partner into the contact fields.
You can also set it up in the reverse direction from the contact, using the same scheme.
Fields cannot be made in a simple and standard way so that one field is shared between two.
Also, you need to think about a limiter that will not use this automation for every change of cards and consume automation processing, meaning create some field that needs to be hidden from the manager's view, and include it in the automation upon filling and fill it with something, and set the condition that if this field is filled, the automation should not work."
1.2 Think about a limiter that will not consume points for automations.
2.1 When a lead is contacted from Telegram, insert Telegram in the format t.me/ + phone or nickname, currently I have tg://resolve?phone= I don't know how to fix this.
2.2 When contacting Instagram, record their page address from Instagram (URL)
