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: