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Using airtable as a crm
Using airtable as a crm










using airtable as a crm

Building a Gmail integration using Zapier + Airtable Email data is nicer because there is always a single sender. Let’s instead try to build a Gmail integration using Zapier + Airtable. But calendar events are a hard thing because one calendar event can have 0 to 100 attendees. Unfortunately, this means that I won’t be able to reproduce Nat.app’s calendar integration in Airtable. If this was in python, I would have created a simple for loop to iterate through the attendees, but this is not going to work here. This is because we’re doing No-Code.įunnily, this problem reminded me of when I actually built the calendar integration for our own personal relationship management app.

using airtable as a crm

Nice! As you can see, data appeared but all the attendees to the meeting are in the same box, whereas I would have wanted them to be in separate boxes. And match data from the calendar event to the rows.Set up the following action: Create record.Set up the following calendar trigger: When an event is created.Create a new Interactions table with the following rows: Date, email, & name.So I created an automation to import GCalendar interactions to my new Airtable. I don’t want my Personal CRM to do everything poorly, rather just a few things very well.ĭespite the Gmail limitation, I wanted to give them a try as they offered a calendar integration. There is far too much (Companies I’d like to work for, Cities, Calendar view, …).Airtable doesn’t offer a Gmail integration.I realised soon that this would not work for a few reasons: In this article, I will try to re-build our app using No-code tools! Building a calendar integration with AirtableĪirtable famously offers a Personal CRM template to their users so I started there. Many of our existing customers actually started off by building a relationship manager for themselves using Airtable, Coda or Notion. We’re mostly competing against homebuilt apps. As the co-founder of a Personal CRM app, I’ve always found this very interesting. Personal CRM’s are one of the only apps that people actually consider building themselves rather than look for an existing solution.












Using airtable as a crm