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Build a CRM in Airtable

Learn how to build a CRM (Customer Relationship Management) with Airtable

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About This Course

What you'll learn

Set up your CRM
Use formulas to manipulate data
Create a form to enter data
Use rollup fields to access useful data

Step-By Step Lessons

6 Lessons

(

17 min

)

Create a Prospect & Interaction table

Create an interaction entry form

Build a formula to create a calculated name field

Add date fields in Airtable

Add a count field to count interactions per prospect

Learn how to add rollup fields to find the most recent interaction per prospect

Meet your instructor

Seth Kramer

Hi! I'm Seth, the founder and lead instructor at No Code MBA.

I've built massive no-code automations for venture-backed startups, beautiful Webflow-powered websites (including one for a celebrity chef), and bootstrapped a 7-figure marketplace business.

No-code tools have helped me reach my entrepreneurial dreams without writing a line of code, and I'm thrilled to share everything I've learned with you through No Code MBA courses.

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