I am setting up a grants pipeline and grant providers. How do I get those 2 boards to “talk to each other?” I have contact info on my provider board but it does not link with the pipeline board.
Hi @jneuner,
Welcome to the community! 
To get your Grants Pipeline and Grant Providers boards to talk to each other, use a Connect Boards column on the Pipeline board to link each grant to its provider. Then add Mirror columns to pull in the provider’s contact info (email, phone, contact name, etc.).
This keeps the Provider board as your single source of truth and automatically updates the Pipeline when details change. You can also add automations later to speed things up if needed. I’ve attached an article that should help you get started.
The Connect Boards Column – Support
Hope this helps!
Hello @jneuner
You’ll want to use a Connect Boards column plus a Mirror column.
On your grants pipeline board, add a Connect Boards column and link it to your grant providers board. Connect each grant to the correct provider. Then add a Mirror column on the pipeline board to display the provider contact info like email or phone. The info stays managed on the provider board but updates automatically in the pipeline.
If you’d like hands-on help or want us to walk through this live, you can book a 1:1 paid 60-minute strategy session with our team here:
Calendly
Hey @jneuner ,
An easier way could also be to try the Mirror Item Multiple Boards app.
It allows you to add the same item on multiple boards with full sync functionality (updates+subitems included).
Its easy to use and you don’t need to setup complex automations.
Feel free to reach out to us at support@fortimus.co for a FREE DEMO.