And it allows us to connect Airtable to thousands of other applications that also have an API. An API (Application Programming Interface) is a programming interface provided to us by Airtable. One of Airtable's greatest strengths is not the different views, the numerous templates or the infinite links between them: it is the API. Airtable API: Getting more out of Airtable Automations with Zapier and Make
And let's face it, that's already the Champions League. But via the built-in automations, only Salesforce is supported as a CRM. So you might like to be able to connect your Pipedrive CRM, a widely used software, with Airtable. And sometimes only one action is available per application, such as "send an email". That is not all that much, to say the least. Approximately ten applications are supported directly in Airtable. The limit here is the number of applications supported on the one hand and the number of actions to be performed on the other. Limits of the integrated Airtable AutomationsĪs easy and quick as it is to create your own Airtable Automation, it unfortunately also quickly reaches its limits. You save yourself unpopular legwork: Copy & Paste is probably not one of your passions, so Airtable does it for you.They can optimise your processes, for example, if it becomes apparent during the creation of an automation that a previous process is actually inefficient.They run stably, even if the amount of data increases over time. Airtable automations grow with your needs.But besides this obvious benefit, Airtable Automations offer even more advantages: So you can save yourself a few minutes each week. Such conveniences become even more effective when they happen regularly and frequently. Instead of generating the same email over and over again, Airtable simply does it for you.
#USING AIRTABLE AS A CRM SOFTWARE#
The benefit of such small software connections is obvious: you save yourself the clicks of doing it yourself. If you want to try Airtable, start here with our affiliate link.
#USING AIRTABLE AS A CRM UPDATE#
You can create a calendar entry, schedule a social media post, update a Salesforce entry or simply send an email. You can access GSuite, Office356, Twitter, Facebook, Salesforce or Jira directly with your Airtable Automation. And this is where it gets really comprehensive. Then you define the action to be carried out. For example, if the field "Name" contains Peter. Then you select the spreadsheet that is affected and can add conditions. To do this, you select a trigger, for example: a new entry is created or updated, an entry fulfils certain conditions or simply according to a defined schedule.
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