I was hoping I could get some help/advice on what to do with my specific situation/need here.
So I have 2 different tables in different bases and I was wanting it so that when a record is created (through a form I fill out) in the ‘New Clients’ Table in my Client CRM Base, an existing record in the Consultations (Strategy Session) Base to automatically check the “Converted” field. I know I could do an automation if I did a synced table view, however since I am on the free plan and limited to manual syncing, that is not an ideal solution.
The Full Name of the records is what would be matching in this case to know what to reference.
Here are the links to the respective tables I am referring to:
Consultation Data in Consultations (Strategy Sessions) Base - https://airtable.com/shr2ZWE6hn8Q0rcKz
New Clients in Clients CRM Base - https://airtable.com/shrVLdQuwqZaTbDfr
If it would make things easier, I could move the Consultation Data table over to the same base as the CRM…
Thanks so much for your help and let me know if I need to clarify anything!