Airtable Actions & Triggers in Workflows
Airtable can create a database, add records, link tables to one another, collaborate, sort records, and publish views to external websites. So, if you’re a frequent Airtable user who’s starting with your CRM, leverage this update to keep them connected. Let’s learn how!
⭐️ How To Use Airtable Actions & Triggers?
First, head to the Integration section inside your account settings and click “connect” under Airtable Base.
Navigate to the Workflows tab in the automation section and create or edit a workflow.
Choose an Airtable Base trigger or action.
Test your trigger or action before saving to ensure proper connection.
⭐️Why Is This Feature Beneficial To Your Company?
Document Collaboration: Keep your documents auto-updated and connected without third-party integrations directly from your CRM, allowing you to use both platforms as needed.
Integrated Cloud Updating: Create and follow up on internal tasks, ensuring that your document creation and databases are always up to date to deliver the best results to customers.
Content Organization: Utilize the integrated AI from your CRM to generate content that can be easily organized and managed through Airtable, ensuring datasets remain properly connected.
Enjoy the integrated connection and data transfer that enables seamless use of your CRM, ensuring you don't miss details or have disorganized information in your Airtable, all thanks to cross-platform communication.
