I have two separate tables… contact list (table A) and an interaction log (table .
I’m trying to get a ‘date’ field from table B to be auto populated to the respective contact name in Table A. I have it already set up to link the table B record to a field in table A, but I need the date added to a separate field so that I can use the calendar view…
I was able to create the automation – when a record is created in Table B, the action is set to create record in table A. but I don’t want to create a new record in table A (just need it to update a record)
HELP PLEASE