Can Airtable Update Your CRM?
Airtable is a powerful tool for organizing data, but unfortunately there are steps it cannot take.
One of the questions we often get asked is whether Airtable can update a customer's CRM on their behalf.
Unfortunately Airtable cannot update your CRM's for you. There are steps in your workflow in Airtable that prompt you to update your CRM where appropriate, but there is no situation where Airtable will automatically update your CRM on your behalf.
How to Manually Update Your CRM
If you're managing a CRM, you'll be familiar with the manual process of keeping that information up-to-date. In Airtable you can set up fields that will prompt you to update your CRM records when necessary, simplifying this process.
Airtable Is The Tool For You
Airtable is an invaluable resource for businesses of all sizes- a powerful and versatile organization and storage system that can streamline many processes that would traditionally be done manually. Though it cannot update your CRM automatically, Airtable can still help you manage it more easily.