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topshelfbrandinginc

Member Since 07 Feb 2019
Offline Last Active Feb 15 2019 02:54 PM
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Topics I've Started

How to Auto Populate Fields Using Info on Contact Module

13 February 2019 - 08:19 AM

Hello X2 Community!

 

We just want to ask, how can we auto-populate fields after saving the form using the information in the contact module?

We have a hint that to do it we need to create a workflow like this.

 

Record Created > Update Record

 

But unfortunately, we are stuck on the code we need to use to call a certain field in contact module. Example is {contactName.company)

as stated on this thread http://community.x2c...sed-on-contact/

 

Thank you for all the future replies! Have a great day!


Google Integration without GSuite

07 February 2019 - 08:49 AM

Hello Guys,

 

As the title says, is it possible to integrate X2 with google without GSuite access? Or simply without GSuite At all?

 

We want to do this because we want to connect our Google Calendar with X2 for easy interview scheduling.

 

Is this possible at all? Or we really need Gsuite?

 

Thank you!