Using airtable as a crm how to#
Using airtable as a crm manual#

You can use Airtable to automate typical repetitive tasks that revolve around your data. As a result, you get instantly-made self-updating visualizations, which are also called views.

Unlike graphs made in Figma, Photoshop, or other similar apps, Airtable views automatically fetch the latest data from the connected databases. Airtable allows you to create these visualizations quickly and easily and then share them with your colleagues or stakeholders in minutes. There are many other visualization types, like a calendar, gallery, or grid (table). And then, you can also make it into a Kanban board for day-to-day planning and tracking progress. For example, you can visualize your marketing strategy as a Gantt chart to see a high-level picture. With Airtable, you can present the same data in multiple ways for different use cases. The tool offers immense customization capabilities, giving you the ability to tailor your databases to your needs. If you have a workflow connected to particular datasets, the information about this will also be stored in the corresponding database. This can include a list of customers, sales pipeline, marketing roadmap, content plan, and so on. For example, you can store all information related to your project in a separate database. Airtable allows you to organize and manage your data by creating databases (they are also called bases). To see how Airtable works, let’s take a look at some of its central features. It can be used at different levels – from the simplest, like storing and visualizing data, to more advanced, like building complex workflows and custom low-code tools.

Using airtable as a crm how to#

If you are not interested in the basics, you can jump to the How to export data from Airtable automatically section.Īirtable is a cloud-based platform that allows you to create databases, manage projects, and shape processes in various ways.

Using airtable as a crm manual#

You’ll learn how to automate the data exporting process and regularly extract your Airtable data on a schedule without any manual effort. For experts: we’ll show how you can sync Airtable with other apps, such as Excel, Google Sheets, and BigQuery.For beginners: you’ll learn how to create bases and views in Airtable, how to export and import data, create backups, and more.Here, you’ll find a lot of useful information that will be helpful for those who are just starting out with Airtable, as well as for advanced users. Enjoyed this Airtable tutorial? There’s more to discover What we’ll cover in this Airtable tutorial