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Linked Tables and Zapier

  • October 25, 2023
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Hello

New Airtable user here...

I'm using Zapier to populate 3 tables.  The data is added live from our proposal design package into Airtable.

The tables are:-

  1. Customer
  2. Lead Header
  3. Lead Detail

The Primary field for Customer is  - email_address
The Primary for field for Lead Header is - lead_id
The Primary for field for Lead Header is - lead_id

How would anyone suggest I link the tables so that I can combine the data, and allow Zapier to keep them updating automatically?

Thanks

 

Matthew

 

 

 

 

The customer primary field is "Email Address" which also appears in "Lead Header".

Lead Header includes.

 

 

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