Hey everyone!
I hope you are doing fine.
I have a sales CRM that is a Notion database with all those fields. the last contact is the msot important to me, with “a relancer le”, which is French for “to follow up on”
There is a page associated with the database item, in it I put information about the client and the list of our interaction. I created a Notion button that puts the date in a bullet point, update the “last contact” field to the date I put in that bullet point, and then I write what the last interaction was, to make sure I store everything.
I want to update everything here with the emails I send and receive. The best thing would be to have the “new interaction” button clicked whenever I receive or send a mail from / to this client, and then after the bullet point ( “content of the mail” in the picture) just have the body of the mail pasted. Maybe it’s impossible, but at least get the last contact updated and get the content of the mail in the page.
Right now I have this flow and have tested a few things. I have created a Gmail folder to put all the emails that are linked to this client database (“Sales écoles” in the picture).
I then try to get the email address because this is a field of my Notion database.
And after that it’s a bit tricky. With the “update a database item”, it seems I can update the last contact field, but I cannot write content for the page.
when I try to do it anyway, I get an error message but I don’t understand why:
Same when I try to update the page, and anyway I don’t know what I can do so it updates the page at the right point (not at the beginning or end, but right after the new interaction button).
Would love your insights thank you very much!
have a great day,
Alex
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