I'm using Zapier to pass First Name and Last Name to FloDesk (our email tool).
I used the Sales CRM Lite template.
It seems the Name field is the primary field for the entire app and I cannot modify it. Furthermore, when using the Full Name field, the subfields of First Name and Last Name cannot be pulled into two separate fields in the table. Although I was able to convert the Name field into manual generate instead of auto.
So my solution was to use a formula to extract the First and Last Names into two separate First Name and Last Name fields that Zapier (more precisely) FloDesk will pick up.
I have tried all sorts of formulas
Mainly
LEFT(Name, FIND(" ", Name) - 1)
and it's counterpart
RIGHT(Name, LEN(Name) - FIND(" ", Name))
but it seems FIND is not supported. I also tried adding brackets [ ] around Name.
Also tried replacing FIND with SEARCH and then based upon ChatGPT suggestings went down a rabbit hole of formulas all of which return syntax or "...NOT defined for the expression"
Solutions to extracting the First and Last Name into two separate fields?
P.S. One solution, although not ideal is I can make First Name and Last Name text fields, then use those to manually generate the Primary Name (key) field of the CRM app.
The reason I don't love that is because we need to copy/paste from our source documentation 2 items (F + L Name) vs 1 item (full name) and then SmartSuite separates the data for us.
Extract First and Last Name from App Primary Key "Name" Field into two separate fields
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