You can either import your data as-is, by clicking the arrow next to the first table (tables are like Tabs in Google Sheets), then hovering over “Import Data” and choosing your data format. Decide Whether You’ll Import your Data, or Start from an Airtable CRM Template (Don’t worry, you can move your Airtable base to a different Workspace if you decide to structure your account differently as it grows.) 3. On your Airtable homepage, click “Add a base” in the Workspace you want this CRM to live in. Contact email (for the deal to be linked to the contact, the email here needs to match the email in your contact spreadsheet).You need to make sure that one of the uniquely identifiable fields, such as your contact’s email address, is listed in both data sets. Let’s say you do want to manage deals, and you want your deals to be linked to the appropriate contact. (For example gather all of your deals data into one spreadsheet.) Gather the data for each of those into a single spreadsheet per data-type. Next, determine if there are any other data sets you’d like to manage in your CRM, such as Deals, Company/Account, Project, etc. Contact category (personal? business? etc).Open deals (if you have pending deals for this contact that you want to manage in a pipeline).The information you’re wanting to manage for contacts probably looks something like this, with a few exceptions or additions: That’s why every successful Airtable consulting project begins with a focused look at what data you’re trying to manage and how exactly to manage it.įirst, define all of the contact data you want to manage in your custom CRM, and go ahead and gather that data into a single spreadsheet. Some people jump in a little too quickly, and have to go back and modify their database heavily. Define and gather your data – contacts, deals, companies etc. So let’s jump into how you can create your own custom CRM using Airtable – assuming you already have created an account. That’s why Airtable is the perfect app for a no-code, low-fi CRM that can manage all of your data and be customized exactly how you want it.

It’s like Google Sheets if the sheet data could be interconnected, and each column could have its own content type (including attachments, checkboxes, category fields, and more.) Not familiar with Airtable? Imagine a Google Sheet and a Database had a baby, creating a highly interactive, aesthetically pleasing visual database. Airtable has an endless variety of uses, only limited to what your mind (or business needs) can come up with.

Using airtable as a crm