![]() Acuity Scheduling, Calendly, and other scheduling apps.Facebook, Twitter and other social media.Mailchimp, Outlook, and even Zapier’s own email tool.HubSpot, Asana, Pipedrive, and other CRMs.Trello, Slack, and other collaboration tools.Zapier can automate tasks between Airtable and: You’ll see a few different Google integrations on our list, and that’s because while Zapier works with almost any app, we know that a lot of small businesses work with Google Workspace (formerly G Suite), so those are the most popular integrations and automations. Not only that, but it does impressively well at automating tasks for more than 3,000 apps and software platforms.In addition to all of the pre-built triggers and actions, there is a wide-open API that lets you customize every single move, too. With the combination of Zapier and Airtable, you can automate so much of your database work that you’ll see an impressive reduction in the number of tedious tasks and routine to-dos that you have to take care of on your own.įor those who don’t know, Zapier is an entire tool that’s designed to automate other tools. Zapier is quickly becoming one of the most popular automation tools on the market, and for several good reasons. This platform is an impressive solution that takes the best of spreadsheets and combines that with the power of a database, giving you the chance to put data to work and automate more tasks than ever before. I was curious if anyone had a technical solution for this issue, or perhaps a more logistical correction if I’m thinking about the structure of my base incorrectly.Airtable bills itself as a modern database that’s created for everyone, offering fast, flexible ways to track data and information, whether you’re trying to monitor inventory, plan the schedule, or even track down sales leads. The simplest solution seems to be somehow adding multiple records from separate integrations to a single field, but that doesn’t currently seem like an option either. That tracks every conversion, but means I have a million columns on my Contact table – and my gallery view (which the recruiters are using) isn’t as clean as I’d like it to be.īecause we deal with thousands of contacts in a year, manually adding each conversion point is not an option. My current workaround is to have a column for every single type of conversion on my Contacts table – which is either blank, or filled with the conversion value (so, a column called General Web Form that receives the value General Web Form if triggered by the integration. Ideally, those conversions would stack up in the same field (linking to multiple records). ![]() Zapier can locate the record, and then updated it – but If I use the same trick, the integration will overwrite the existing data in the linked records field, so I lose the General Web Form conversion. ![]() The challenge is at the second point of conversion: let’s say Event Registration. So if a candidate fills out the General Web Form, I can have a unique Zap with the text ‘General Web Form’ dropping into the linked records -> Interactions field and it works like a charm. I have a Contacts table (with Email as the unique identifier), and an Interactions table (with things like General Web Form, Event Registration, etc.). The primary challenge I’m encountering is in logging interactions. We’ve used Zapier for ages to create and update records in Google Sheets, and are shifting our process over to Airtable to allow more users access to the data. Hello! I work in higher ed, and am trying to set up a highly automated CRM base.
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