Publishing the CRM Template

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: 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