Make sure to check for internal integrations that match the following connections below).ġ. (Airtable actually has a ton of internal integrations.

This integration saves time and effort, allowing businesses to maintain a consistent social media presence and engage with their audience effectively. Automated Social Media Posting: By connecting Airtable with social media tools like Buffer or Hootsuite, small businesses can schedule and publish social media posts automatically.

This integration improves collaboration, enhances task management, and boosts project efficiency.ģ. Changes made in one tool can be automatically updated in Airtable, ensuring everyone is on the same page. Syncing Project Management: Integrating Airtable with project management tools like Asana or Trello through Zapier enables small businesses to streamline their project workflows. This automation allows for seamless lead tracking and follow-up, improving sales and customer relationship management processes.Ģ. Automating Lead Generation: By integrating Airtable with lead generation tools like Typeform or Mailchimp via Zapier, small businesses can automatically capture and store leads, saving time and minimizing data entry errors. Airtable's customizable fields and templates offer flexibility to adapt to specific business needs, making it ideal for managing customer data, inventory, sales pipelines, event planning, and more.ġ. It allows businesses to streamline their workflows, track tasks, manage projects, and store important information in a structured manner. Small businesses can greatly benefit from using Airtable as it provides a centralized platform for effectively managing and organizing various aspects of their operations. How Small Businesses Can Benefit from Airtable Airtable also offers various features like grouping, filtering, and sorting data, as well as integration with other tools to automate workflows. With its user-friendly interface, users can create tables, define relationships, add attachments, and collaborate with team members. It allows users to organize and store information in a flexible and customizable way. So here's the 'how' - check out this video as I build an automation (step by step) in Zapier to show you the way to have emails sent directly from your CRM.Airtable is a powerful cloud-based collaboration tool that combines the features of a spreadsheet and a database. Frankly, if you spend time as an entrepreneur doing this type of double work, you will struggle to keep up with your competition. However, writing an email in an email app and then switching over to your CRM to record that email is insanely redundant. So then, a CRM is a superior choice for tracking email for the fact that it tracks all interactions with a prospect or client in one place. This is by definition of course - your email app is created to track email - it's not a CRM.

In the world today, a large amount of our interactions are done via email.Īnd yes, email apps do a good job of helping you organize your contacts and interactions, but the one thing they don't do is give you a place to record all of your interactions. It's the place that every business should record interactions for the purpose of tracking a relationship over time. But, before we get to the 'how' - let's address the 'why'.Ī CRM is valuable for the purpose of managing client relationships. In this week's post, I go step by step through the process of setting up a Zapier integration to email directly from your Airtable CRM. These traits are critical for entrepreneurs and can't be overemphasized. Automation - as I've mentioned in several posts - is the key to efficiency and productivity.

Airtable zapier mailchimp