Exporting activity and notes
Create an automation that automatically syncs new logged contacts as they happen to Google Sheets, Airtable, Excel, etc.
This tutorial assumes you have some familiarity with Zapier. If you need help, feel free to reach out to our support team.
FieldEdge uses NationBuilder's Log Contact feature to store the outcome and notes of canvass activity. Unfortunately, at this point in time, NationBuilder does not have a way to export Log Contact data.
Using Zapier, we've created an automation to sync that data in real-time to an online spreadsheet tool of your choice – such as Google Sheets, Airtable or Excel.
Watch the tutorial below to see how you can set the automation up for yourself.
This method can use a lot of Zapier tasks and can become expensive. We are working on other solutions so please reach out if this is something you are interested in.
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