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Build a CRM in Airtable

17 min of on-demand video

Created by
Seth Kramer
Build a CRM in Airtable

17 min of on-demand video

Created by
Seth Kramer

Preview:

What's inside this tutorial?

Dive into the world of data management and organization with this beginner-friendly Airtable project. Whether you're a small business owner looking to streamline customer interactions or a data enthusiast eager to expand your skillset, this course provides a solid foundation in Airtable.

Throughout the project, you'll gain hands-on experience working with various Airtable features and functionalities. From setting up tables and creating custom fields to leveraging formulas and automations, you'll develop a comprehensive understanding of how to structure and manage your data effectively.

Here's a taste of what you'll learn:

  • Create a Prospect & Interaction table to store and organize customer data
  • Build a formula to generate a calculated name field for easy identification
  • Design an intuitive interaction entry form for seamless data input
  • Incorporate date fields to track and analyze customer interactions over time
  • Implement a count field to monitor the number of interactions per prospect
  • Utilize rollup fields to quickly identify the most recent interaction for each prospect

By the end of this project, you'll have a fully functional CRM system that you can adapt and expand to suit your specific needs. The skills you acquire will prove invaluable in any industry that relies on managing customer relationships.

Don't worry if you're new to Airtable or data management—each lesson is carefully crafted to provide clear explanations and step-by-step guidance, ensuring that you can follow along and build your CRM system with confidence.

Here's what you can expect:

  • Build a fully functional CRM system from scratch using Airtable
  • Create custom tables, fields, and forms to organize and manage customer data
  • Utilize formulas and rollup fields to automate calculations and data analysis
  • Develop essential skills in data management and organization
  • Gain hands-on experience with Airtable's features and functionalities
  • Learn best practices for structuring and maintaining a CRM system

Who is this for?

  • Beginner Airtable users looking to build a practical project
  • Small business owners seeking to streamline customer relationship management
  • Professionals in sales, customer service, or any industry that relies on managing customer data
  • Data enthusiasts eager to expand their skills and explore the capabilities of Airtable
Get full access with a 60-day money-back guarantee

About the 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.

Lessons

1
.
Create a Prospect & Interaction table
6:01
2
.
Create an interaction entry form
2:04
3
.
Build a formula to create a calculated name field
2:04
4
.
Add date fields in Airtable
2:45
5
.
Add a count field to count interactions per prospect
0:32
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