It just does most everything you could want it to do, and it incredibly flexible and easy to work with. On that note, if you're super tempted to use Airtable as your CRM and don't want a more fully-fledged CRM like Copper, you might want to try out Folk instead. ![]() That said, we actually named Airtable as one of our 5 Best Copper App Integrations of 2023, so it still serves a purpose even when you're seeing how it might fit alongside your CRM needs.Īirtable is also not a project manager-please stop trying to use it as one □ For instance, Airtable can serve as a fantastic database extension of your lead and customer info. When Not To Use ItĪs much as we don't recommend using Airtable as your CRM, we do believe it serves a place in just about every business. We've done this because it provides way more structure (it being a proper database), while also having an incredibly powerful API (for integrating and automating).Īnd that's where it has some no-code builder functionality, which means with the right guidance, it can even replace more complicated apps lite Submittable (more of an application management software). Sometimes the structure needs to change slightly, but doing so unlocks so much additional functionality. In most cases, it will completely replace the need for Google Sheets, Google Forms, Typeform, Jotform, and other Form software.īelieve it or not, over the past 8+ years, we've actually entirely replaced every single internal Google Sheet with Airtable alternative. If your team is still using Google Sheets (for things outside of company finance reporting like balance sheets, etc.), then we fully encourage you to check out Airtable and to give it a try. Ready to supercharge your workflows with Airtable and Relay? Try Relay for free and experience the power of seamless collaboration between Airtable, other SaaS products, and AI models.Airtable is an incredibly flexible tool that can be used from something as simple as a Google Sheets replacement, all the way up to a no-code builder.Īt a core, it's really just a user-friendly database, similar to that of Coda and even Notion (although those 2 apps both started as more of knowledge base tools first, whereas Airtable has always been first-and-foremost a user-friendly database). This ensures that your teams are always on the same page and eliminates manual data entry. For example, you can automatically create a task in your project management tool whenever a new record is added to Airtable. ![]() Whether it's connecting Airtable with your CRM, marketing automation tool, or project management system, Relay allows you to automate the transfer of data between these apps. Integrating Airtable with Relay opens up a world of possibilities for syncing data across multiple SaaS products. This means you can send targeted and personalized messages to your customers, increasing engagement and driving conversions. AI autofill can help you dynamically fill in customer information or generate personalized content using AI models like GPT. By integrating Airtable with Relay, you can create personalized email campaigns based on customer data stored in Airtable. With the double check automations and AI autofill features of Relay, you can take your customer communication to the next level. This ensures that everyone on the team stays informed and can easily track project milestones. For example, you can create an automation that updates the project status to 'completed' when all the tasks in a checklist are marked as done. By connecting Airtable with Relay, you can automatically update project status based on specific actions or triggers. Streamline Project ManagementĪirtable's flexible structure makes it ideal for tracking project progress. By integrating Airtable with Relay, you can supercharge your workflows and automate repetitive tasks. With its user-friendly interface, Airtable allows teams to organize and manage data in a highly customizable way. ![]() Airtable is a powerful collaboration platform that combines the functionality of a spreadsheet with the power of a database.
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