Use CRM Blueprints and Deluge for Streamlined Subform Creation and Data Collection

In this practice project we aim to teach (and build) a few new principles.

One, we’ll show how Blueprints work in tandem with other automations, particularly Deluge in this case, to build streamlined processes. Then, within the Deluge code, we’ll learn how to work with CRM Subforms.

Adding subform rows in a CRM record is not actually very easy or intuitive to do manually, but they can be a very important method of storing data. Creating a new ‘related list’ or custom module is not always the best way to go and subforms can fill a key need.

You’ll learn all that and see why in this use case course!

Course Content

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Course Includes

  • 2 Lessons
  • 13 Topics