Re: Pipelines - Adding a new record from external system and attaching it to its parent in QuickBase

I think that you would need to have a step in the Pipeline which would search for the 1st "Account" that Matches the Account of the Contact.  If sales force has and Account ID# you could match on that or else match on the Account name.

I see that there is also a native Quick Base  Connected Sync table options to connect to Sales Force,  That may be easier to set up.

https://help.quickbase.com/user-assistance/connecting_to_Salesforce.html

------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
[email protected]
------------------------------