Link exisiting contacts to accounts

Thanks so much for this information Lucy! By any chance, is it possible for you to share a short demonstration of your workflow in action, perhaps using (via a private message)? I just want to be sure I am understanding the steps being taken - from my understanding, if you’re mapping columns correctly in the automation recipe, the data should seamlessly pull across boards. Are you happy for me to private message you?

Yes, that would be great!

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