New ID when Opportunities matched with Customers


I’ve been using Airtable for some months but now, I need to get deeper!

I have 3 tables.

Opportunities - hundreds of products

Customers - hundreds of them


Today, when a customer is interested in an opportunity, I fill a record within the customer line.

I would like to build a pipeline (kanban) with a unique that allows me to make a followup on every opportunity that matched with a client.

I’ve used automation that works fine when there’s only a match by opportunity. When there are more than one, no line is created.

You will find below an example of my current CRM.

Is possible to create a new id that represented every matched ?

Thanks for your help!

Screenshot 2020-10-21 at 19.35.13 Screenshot 2020-10-21 at 19.35.08

This topic was solved and automatically closed 15 days after the last reply. New replies are no longer allowed.