Jan 11, 202406:50 AM - edited Jan 11, 202406:57 AM
I aim to enhance my CRM by achieving the following:
Establish a connection between my Gmail account and an Airtable for contacts. I'd like every new contact's email to automatically create a record in Airtable or Google Sheet/Excel, facilitating manual loading into my Airtable.
Currently, I have two tables - one for personal contacts and one for companies. While the tables are linked, an issue arises when multiple contacts from the same company result in the company appearing multiple times in the Company Table. How can I modify this so that the company name acts as a banner, allowing me to click and view all associated contacts?