![]() ![]() Additionally, Airtable’s integrations and API allow you to connect to third-party CRM software tools, send data between them and your Airtable CRM, set up automations, and trigger notifications in apps like Slack and Microsoft Teams. Then, choose which records and fields should appear in this view and how they’re organized.Īs you can see, Airtable can be used as a versatile CRM that serves all kinds of use cases. From here, you can select whether the view should be collaborative, personal, or locked. To create a new view, click on one of the options in the bottom left (Grid, Form, Calendar, etc). ![]() This makes it easy to see where each customer is in the sales process, without getting distracted by irrelevant data. For example, Airtable's CRM template comes with four tables: Opportunities, Interactions, Accounts, and Contacts - and you can add others, like Projects, Services, or anything else that’s relevant to your business. However, all the customizations we’ll show are available regardless of if you use a template or start from scratch.Īfter you select the template, you’ll need to add your CRM data and organize it in tables.
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