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Auto-match data across tables?

R

I have a form for a Contacts table that collects specific data. I have another table for Leads that I need to pull this data into. I already have it linked and that works fine. The problem lies when the form is submitted. I would like a way to auto-match this data. For example, the Contacts Table contains an “email address” field. The Leads table is set up to pull the Contact info from the new record into different sort options. As it stands right now, I have to go in and manually link the contact info. I thought that by adding an email address field into the Leads table I could somehow auto-match it. Any ideas? Thank you.

Best answer by Justin_Barrett

Ramsey_Stonebur wrote:

Bumping this because now that Airtable has built-in automation, I am wondering if I can accomplish this without the need of an outside app. I just about have it figured out, except I am stuck on the action step - it’s triggered when my “contact info” field is empty (because the form submission doesn’t have that), but does include the email address. I want to search the Contacts Table for a matching email address, and then update the Leads table with the link to the field. Any ideas?


@Ramsey_Stoneburner This is definitely doable. In fact, I tested it the other day while writing another response:


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    J

    Airtable doesn’t do any sort of auto-matching between tables, even when there’s a field linking the two together. You could probably pull it off with either Zapier or Integromat, though. You would set your zap/scenario to trigger when a new record is created by your form, then use what’s in that record to create the link you need to the [Leads] table. If you haven’t used either Zapier or Integromat before, let us know and we can walk you through it.

    R
    • Ramsey_Stonebur
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    • August 29, 2019
    Justin_Barrett wrote:

    Airtable doesn’t do any sort of auto-matching between tables, even when there’s a field linking the two together. You could probably pull it off with either Zapier or Integromat, though. You would set your zap/scenario to trigger when a new record is created by your form, then use what’s in that record to create the link you need to the [Leads] table. If you haven’t used either Zapier or Integromat before, let us know and we can walk you through it.


    Thanks Justin.


    Yeah I figured as much. I do have Zapier and have used it somewhat to do some basic automated stuff. I tried making this work but couldn’t get the right trigger combo to get it to work. I would appreciate some step by step help! Thanks,


    Ramsey

    Help me fight a corrupt mortgage company - https://gofund.me/7542ee8b
    J
    Ramsey_Stonebur wrote:

    Thanks Justin.


    Yeah I figured as much. I do have Zapier and have used it somewhat to do some basic automated stuff. I tried making this work but couldn’t get the right trigger combo to get it to work. I would appreciate some step by step help! Thanks,


    Ramsey


    Sorry for the delayed reply. Things are quite busy on this end, and I won’t be able to get to this for a while. If someone else can jump in and assist, that would be much appreciated.

    R
    • Ramsey_Stonebur
    • Author
    • Participating Frequently
    • 9 replies
    • February 2, 2022

    Bumping this because now that Airtable has built-in automation, I am wondering if I can accomplish this without the need of an outside app. I just about have it figured out, except I am stuck on the action step - it’s triggered when my “contact info” field is empty (because the form submission doesn’t have that), but does include the email address. I want to search the Contacts Table for a matching email address, and then update the Leads table with the link to the field. Any ideas?

    Help me fight a corrupt mortgage company - https://gofund.me/7542ee8b
    J
    • Justin_Barrett
    • Inspiring
    • 4647 replies
    • Answer
    • February 2, 2022
    Ramsey_Stonebur wrote:

    Bumping this because now that Airtable has built-in automation, I am wondering if I can accomplish this without the need of an outside app. I just about have it figured out, except I am stuck on the action step - it’s triggered when my “contact info” field is empty (because the form submission doesn’t have that), but does include the email address. I want to search the Contacts Table for a matching email address, and then update the Leads table with the link to the field. Any ideas?


    @Ramsey_Stoneburner This is definitely doable. In fact, I tested it the other day while writing another response:


    R
    • Ramsey_Stonebur
    • Author
    • Participating Frequently
    • 9 replies
    • February 3, 2022
    Justin_Barrett wrote:

    @Ramsey_Stoneburner This is definitely doable. In fact, I tested it the other day while writing another response:




    @Justin_Barrett



    I think this is the step I am stuck at. I have the first step, find record, and the conditional logic to pull the matching record. But then updating the original record keeps throwing errors as I’m not sure which field to use.


    Example, I don’t know if I should link using List or Grid and really what options to select here.

    Help me fight a corrupt mortgage company - https://gofund.me/7542ee8b
    J
    Ramsey_Stonebur wrote:

    @Justin_Barrett



    I think this is the step I am stuck at. I have the first step, find record, and the conditional logic to pull the matching record. But then updating the original record keeps throwing errors as I’m not sure which field to use.


    Example, I don’t know if I should link using List or Grid and really what options to select here.


    When looking at the list of options from the “Find records” action, scroll past List and Grid. Under “Make a new list of” you’ll see “Airtable record ID.” Insert that into the linked record field and it will link to the found record(s).

    R
    • Ramsey_Stonebur
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    • 9 replies
    • February 4, 2022
    Justin_Barrett wrote:

    When looking at the list of options from the “Find records” action, scroll past List and Grid. Under “Make a new list of” you’ll see “Airtable record ID.” Insert that into the linked record field and it will link to the found record(s).


    That did it! Took a minute, I had to set “Record ID” to the “Airtable record ID” first, but then followed your instructions for the linking process. Thank you so much this is pretty amazing!!

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