Who is this for?
Anyone wanting to set up and understand the common features of Airtable as a CRM.
Anti Entropy has developed a plug-and-play CRM template for Airtable that can be used immediately. This template features common tabs that are used in most CRM systems and is highly customizable, depending on your needs.
You can also find all the resources that you need to set up your own Airtable CRM, through this Airtable CRM Operating Procedures.
The video tutorial below gives a visual walkthrough and directions to the following features of the Airtable CRM template. It is a great resource to understand where to find the various features described below and to ensure you are setting everything up correctly.
Contacts
The Contacts tab is one of the most important tables to have in your CRM. It houses all the data and information about your contacts. The set-up is flexible, so it’s easy to build as you grow your list.
There are different ways of viewing the data in this tab: the general view, by category, and through a gallery. You can create other views, depending on your Airtable subscription plan and customize how other users can access your data.
To organize and navigate through your contacts, you can set up categories or tags. For a more visual way to see your contacts, such as their profile photos and different attachments associated with them, you can go to Contact Gallery.
This tab also includes a Contact Form, which is a generic intake form that you can send to potential members and clients. You can easily share the form and embed it on your website and blog pages.
Organization
This table shows the different companies or organizations that your contacts are affiliated with. You can link contacts in the Contacts page by clicking the + button and choosing the organization from the drop-down menu. You can do this for multiple contacts and link several of them to one organization.
1:1 Meetings
This table shows information about the meetings you’ll be having. You can choose different views for this table:
- 1:1 Meetings by Stage - This is the Kanban view that lets you organize each meeting record according to stages.
- Calendar View - You can look at your scheduled meetings in a monthly calendar view.
There’s also a 1:1 Meeting Sign-up Form, which you can send to people so they can easily sign up for a meeting.
Another feature of this template is the different automations, which can be accessed through the Automations tab. You can customize these according to your different processes. Fields in the table are highlighted in green if the automations are working.
- When a 1:1 Meeting sign-up form is submitted
- Update a record’s status
- Find records in Contacts using the email address
- Update the record
- Send an email
- 1:1 Task to be accepted
- When a record’s status is ‘to be accepted’, this creates a record in 1:1 Meetings
- 1:1 Task scheduled
- When a record has an empty Date & Time field, this updates a record’s status.
- Create a record in 1:1 Meeting Tasks
- 1:1 Task completed
- When a record’s scheduled date and time has passed, the status changes to Completed.
- Create a record in 1:1 Meeting Tasks
- Send a feedback form
In addition to the above automations, you can choose an advisor from the contacts tab and assign it to a record. Once you do so, you can send an email to the advisor informing them of the new 1:1 meeting.
To change the status, you can click the status field and select the status/stage. Another way is to go to the Kanban view to drag and drop the record card to the correct stage.
1:1 Meeting Tasks
This table shows you the list of all the tasks created in the CRM, related to your 1:1 meetings. This can be displayed through a Kanban view.
Events
You can log in your events in this table. There is also an Events Form, which is an intake form you can use, customize, and add fields to. It’s great for people who are not familiar with Airtable or event organizers who don’t really use CRM systems.
**Events Attendance **
Here, you can find an Events Attendance form which you can use as a registration form. This is easily shareable via email or you can add it to a webpage.
When someone signs up through this form, you can automatically link a contact who attended a certain event through an automation.
- When a record is creating Events Attendance, find similar records using the email
- Update the record to reflect their attendance at the event
Interfaces
This tab shows the information that’s available in your database, in this case, Contacts, 1:1 Meetings and Events. You can change views to a more visual format by clicking Edit in the upper right corner of the page. You can drag and drop different data and add a variety of elements to the space.