Help

Re: How to get contacts info from Contacts Table to auto match to Company Table if company name matches

297 1
cancel
Showing results for 
Search instead for 
Did you mean: 
Ray_Hill
4 - Data Explorer
4 - Data Explorer

How do I get contacts to automatically link to a company in Company table if the company name matches a name in the Contacts table

3 Replies 3

Welcome to the community, @Ray_Hill !

There’s no automatic way to do it (unless you create your own Javascript scripts or external automations).

However, you can do a one-time-only match by converting your “Company” field in your Contacts table into a “linked record field” that links to your Companies table. (Note that this will only work if the other table has the “Company” field as its primary field.)

Can I import the contacts from a spreadsheet straight to the Company table and have it append the contacts to the company which is the primary field?

Importing records into a “linked record field” will also achieve the same result of the one-time-only match.