![]() ![]() ![]() 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. 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. ![]() The platform provides a user-friendly interface that allows you to easily add, edit, and delete data. Airtable allows you to manually enter or upload data from a CSV file. Once your fields are set up, you can add your customer information to the base. 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. Step 2: Add Your Customer Information to the Base. 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. You can add Asana tasks to an Airtable base, automatically update Asana assets when you update your Airtable data, or grant document access to specific teammates on either platform. 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. Instead, you may look to Zapier’s Airtable x Asana integration, which is pretty easy to set up. 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. ![]()
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