Connect contacts columns and company columns from differnt board with husbpot ID?

Platform discussions
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1

Connecting contacts columns (which is in contacts board) to company columns (which is in accounts board) using HubSpot Record ID? since this data is migrated from hubspot any way to connect the contacts and company together?

thanks. :grinning:

2

Hi @RoshanRai,

Thanks for your question!

Can I ask if one of our match automations would work for you? This way based on a status change or item creation you can connect the item across boards based on the matching values in the Hubspot Record ID columns?

Screen Shot 2022-09-15 at 2.56.41 pm
Screen Shot 2022-09-15 at 2.56.41 pm618Ɨ559 41.3 KB

It is important to note that these recipes are in beta mode, so are still in the process of being improved and refined.

Iā€™d love to hear your thoughts!

Best,
Bianca