Thank you for taking the time to respond. I’ve synced my Google calendar and will try following the steps.
For a bit more detail, the “people” tab lists all the individuals associated with a client. For example, one of my clients is Joe, and he works at Savory Inc. He is listed under the “People” tab and connected to “Savory Inc.” as the client.
My goal is that when I have a call scheduled by someone with an email ending in … @savoryinc.com, then the Client column in “calls” will auto populate with “SavoryInc.”
Can you please share your screenshot for the “Find Records” step? I’m not sure how to link to another table as a condition (i.e. condition = where [attendees] contains [link to people tab]