How do I get contacts to automatically link to a company in Company table if the company name matches a name in the Contacts table
How to get contacts info from Contacts Table to auto match to Company Table if company name matches
+35Welcome to the community, @Ray_Hill !
There’s no automatic way to do it (unless you create your own Javascript scripts or external automations).
However, you can do a one-time-only match by converting your “Company” field in your Contacts table into a “linked record field” that links to your Companies table. (Note that this will only work if the other table has the “Company” field as its primary field.)
Welcome to the community, @Ray_Hill !
There’s no automatic way to do it (unless you create your own Javascript scripts or external automations).
However, you can do a one-time-only match by converting your “Company” field in your Contacts table into a “linked record field” that links to your Companies table. (Note that this will only work if the other table has the “Company” field as its primary field.)
Can I import the contacts from a spreadsheet straight to the Company table and have it append the contacts to the company which is the primary field?
+35Can I import the contacts from a spreadsheet straight to the Company table and have it append the contacts to the company which is the primary field?
Importing records into a “linked record field” will also achieve the same result of the one-time-only match.
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