Airtable Cobuilder is here! Learn more about our new no-code app creation feature, powered by AI on the Airtable Academy

New ID when Opportunities matched with Customers

465 0
Showing results for 
Search instead for 
Did you mean: 
4 - Data Explorer
4 - Data Explorer


I’ve been using Airtable for some months but now, I need to get deeper!

I have 3 tables.

Opportunities - hundreds of products

Customers - hundreds of them


Today, when a customer is interested in an opportunity, I fill a record within the customer line.

I would like to build a pipeline (kanban) with a unique that allows me to make a followup on every opportunity that matched with a client.

I’ve used automation that works fine when there’s only a match by opportunity. When there are more than one, no line is created.

You will find below an example of my current CRM.

Is possible to create a new id that represented every matched ?

Thanks for your help!

Screenshot 2020-10-21 at 19.35.18 Screenshot 2020-10-21 at 19.35.13 Screenshot 2020-10-21 at 19.35.08

0 Replies 0