Connecting more than one field between two tables

Hey  @YDL!

1. Assuming that you have a link between Contacts and Deal table, and that you are working from the Deal table, the best way in which to handle that is by clicking on the first "+" button once you try to link a record from the Contacts table -see image.

2.If the contact you want to link the record to already exists, then you will just select it.

3. Otherwise, you should click on the bottom right "+" button.

4. By doing so, an expanded view of a new Contact record will open up. Within it, you'll be able to fill out the info for the contact!

Alternatives:
A. Create UX friendly interfaces for this.
B. Have temp fields on your Deal table, and push such info to the Contact table via automation -this is not neat at all!

Mike, Consultant @ Automatic Nation

You can establish links in linked field by copy-pasting the entire column of values, which are present in the primary field of the table 2. In order to link with correct records, you should do it against the table, whose primary field is unique.
If you have some unique ID which connects first and second table, but it's not primary in both tables, you can temporary make it primary field, link by copy-pasting column of IDs in other table and then move primary field back - links will remain. 

Also you should provide setting new links when you add records to any table. Often it is done by automation.