how can I map a rows from a company table to a contact table to match the contacts. I have companies that I want to match to the contacts, however, the contacts work at multiple companies and the ones that show up on their profile, aren't the same ones in the company table
You can use the "Write to Other Table" feature to map company data to your contact table. [1]
For column mapping between tables, set up Write to Other Table by selecting your destination contact table, then enter "/" to skip list selection and map the company columns you want to transfer. [2]
Alternatively, you can use "Send Table Data" to route specific rows from your company table to the contact table - just select the rows you want and choose "Actions" > "Send Table Data". [3]
Since contacts work at multiple companies, you might need to use the list mapping feature if you have multiple company associations per contact stored as lists.
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yeah please help
anyone online rn?
it's 4am and I wanna be done with this
Got it - let's get this sorted quickly for you.
For mapping companies to contacts when they work at multiple places, you have two main options:
Option 1: Write to Other Table
Set up Write to Other Table from your company table to contact table
Select your contact table as destination
Map the company columns you want to transfer [1]
Option 2: Send Table Data
Select specific company rows you want to map
Use Actions > Send Table Data to route them to your contact table [2]
Since contacts work at multiple companies, you might need the list mapping feature if you have multiple company associations stored as lists. [3]
What's your current setup - do you have company names as single values or lists in your contact table?
Sending table data creates new rows, can I create a new column on the contact table with all the data from the company rows that I could then use in the rows on the contact table?
Yes! You can create a new column on your contact table with company data using the Merge Columns feature. [1]
Here's how:
Click Add Column → Merge columns [2]
Select your data type
Write a formula using "/" to reference the company columns you want to combine
Click Save settings
This lets you pull company data into a single column on your contact table without creating new rows. You can then reference this merged column in your contact table workflows.
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what's the difference on contains vs equals on lookup rows?
Contains searches for partial matches - it finds records where your search value appears anywhere within the field. For example, searching "gmail" would match "john@gmail.com". [1]
Equals requires exact matches - the entire field value must match your search exactly. So "gmail" would only match a field that contains exactly "gmail", not "john@gmail.com".
For lookup rows, use "contains" when you want flexible matching (like finding companies with "Tech" in their name), and "equals" when you need precise matches (like exact company names or IDs). [2]
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