Many of my blog posts up to this point have centered around creating a CRM Template on Airtable. You can see all of my posts related to this template at https://scotthemmeter.com/tag/crm-template/. I have published this base onto the Airtable Universe site. You can find it at https://www.airtable.com/universe/expgN0YhrOxu9Nupm/crm-template-smb. I would love to hear your feedback. Please … Continue reading Publishing the CRM Template
Airtable
Uh Oh… Beware of Recursion in Airtable Automations
In my last CRM post about Task Management, I suggested an Automation that would monitor for the Done and Completed fields to set the Completed Date on the record. I did some testing and and saw it was working. Great! The next day I noticed that my monthly automations were up to 20,000 vs the … Continue reading Uh Oh… Beware of Recursion in Airtable Automations
Airtable: Creating a CRM (Part 5) – Task Management
This is part of a multi-part series on creating a CRM in Airtable. In our previous posts in this series, we started our base with a data model of Organizations, Contacts, and Interactions, then followed that up by adding a Web Leads table and a web form for capturing those leads on our website, then … Continue reading Airtable: Creating a CRM (Part 5) – Task Management
Scripting to the CoinMarketCap API
In a previous post, I used the Coinbase Pro API to obtain price information of Crypto coins. Someone on the forums asked me about using the CoinMarketCap API instead. I decided to give it a try and came away liking this solution better for a few reasons. More Supported Coins - Coinbase Pro only provided … Continue reading Scripting to the CoinMarketCap API
Quick Method to Setup Single Select & Multi Select Field Value Lists
When configuring Airtable, one of the tedious things to setup are large value lists for "Multiple select" or "Single select" fields. When configuring these fields, you need to manually add all of the possible values for the field. For a field like Status below, it's pretty easy. What if you want to have a field … Continue reading Quick Method to Setup Single Select & Multi Select Field Value Lists
Airtable: Creating a CRM (Part 4) – Convert the Web Lead
This is part of a multi-part series on creating a CRM in Airtable. In our previous posts in this series, we started our base with a data model of Organizations, Contacts, and Interactions, then followed that up by adding a Web Leads table and a web form for capturing those leads on our website, and … Continue reading Airtable: Creating a CRM (Part 4) – Convert the Web Lead
Get Crypto Prices with Airtable Scripts
Airtable can be a true No Code platform for you as it has a ton of capabilities without you needing to know how to code. However, it also offers features where one can leverage code. I do believe a No Code approach is your best first option for most solutions, but gaining an understanding of … Continue reading Get Crypto Prices with Airtable Scripts
You must be logged in to post a comment.