Airtable Expert Creates Personal CRM From Scratch

Video Description

Stop doing busywork! Try Bento Focus: https://dub.sh/V8HyMzT Find the best productivity tools with our site: https://toolfinder.co/ Setting up an Airtable CRM isn’t as hard as it might look. In this video we are joined by Gareth Pronovost, an Airtable Consultant, who walks through the steps of organizing an Airtable database (called ‘base’) to track Contacts and Interactions with them. In this high-level use case, you can easily customize this setup to match your own specific needs. ▶ GET AIRTABLE: https://get.airtable.com/kqw6ljubxmkz This is now an affiliate code, support Keep Productive by buying with this link. For contacts, we add simple data points like ‘email’ and ‘phone number’ - but perhaps the most important field is the ‘Most Recent Interaction’ field, where Airtable automatically tells us when the last time we interacted with each contact in our database. Of course, this is incredibly useful when working with clients as it helps you stay on track with your projects. ▶ If you want to learn more about Airtable, swing over to Gareth’s blog here: http://garethpronovost.com/blog/ ▶ And be sure to subscribe to his YouTube channel for additional Airtable content here: https://www.youtube.com/c/garethpronovost ▶ GET AIRTABLE: https://airtable.com/invite/r/g1YgnMAU This is my invite code! You too can invite friends and get credit. Gareth Pronovost is the owner of GAP Consulting - a consulting company that helps its clients Organize and Automate the data in their businesses. He has a YouTube channel and blog dedicated to producing content for entrepreneurs and business owners to help them visualize all of the amazing things that are possible with Airtable and Zapier (the tools of his trade). Gareth has a dual MBA in entrepreneurship and finance and before building his current company, he worked in corporate finance. In his spare time, he volunteers to help aspiring entrepreneurs in his city: Denver, Colorado. ▶ FREE PRODCON TICKET: http://bit.ly/2DYs3LV ▶ Get $25 discount on Sanebox: https://www.sanebox.com/KEEPPRODUCTIVE ▶ Get a tour of Sanebox by me: https://www.youtube.com/watch?v=YflP-qGruvo Sanebox is the sponsor for January 2019, it is an honour to have them as a sponsor and you can get $25 discount above as you get started with their email management solution. I use it, it helps massively to reduce noise whilst I get on with work. All images were taken from Twitter or press kits, please note they have been used to update the community on the latest news. -- ALL KEEP PRODUCTIVE INFORMATION ▶ DEALS/OFFERS for the productivity apps and tools New added weekly: https://bit.ly/2PtZfym ▶ DISCOVER MORE 🎙 Subscribe on iTunes: https://apple.co/2EIyEsi 🏠 Join the Facebook Group: http://bit.ly/2k9Pn0P 📧 The monthly newsletter: http://eepurl.com/dtxtn1 📋 Get 2-months free Skillshare: http://skl.sh/2CT4mk 📅 Contact Francesco direct: [email protected] 📷 Follow Francesco on Instagram: http://bit.ly/2fX7we0 ▶ EQUIPMENT USED 📋 MacBook Pro 13'inch TouchBar: (UK: https://amzn.to/2jOOg3R) (US: https://amzn.to/2CgBfKL) 📋 Camtasia 9: https://www.techsmith.com/video-editor.html 📋 Blue Yeti Microphone: (UK): https://amzn.to/2KO2Pkt (US: https://amzn.to/2pSrU4r) 📋 Newer Lighting Set: (UK: https://amzn.to/2KUmhMf) (US: https://amzn.to/2RPXWdZ) 📋 Canon 70D: (UK: https://amzn.to/2KSKa71) (US: https://amzn.to/2RR2XTz) 📋 Rode Shotgun Mic: (UK: https://amzn.to/2wtneZ2) (US: https://amzn.to/2pUKsRA) ___ ▶ VIDEO INFORMATION Edited by Francesco D’Alessio Business inquiries: [email protected] Looking to get your app reviewed?! My policy is simple. Ping me an email, share more about the resource with me. Give me time to explore the tool, and I’ll get back to you about an honest review. ▶ ADS On the majority of my videos, you'll find YouTube pre-roll ads and other ads. Ads help to support the community and help create new videos in my spare time, my main role is working freelance for clients. ▶ PRIVACY POLICY You can view my full privacy policy here: http://keepproductive.com/gdpr This will outline everything for the email newsletter. ▶ MUSIC USED ♫Music By♫ ●Ehrling - X Rated ●Song - https://youtu.be/LVMri9AHDUI ●Follow Ehrling - http://smarturl.it/Ehrling ▶ ABOUT OUR MISSION In a nutshell, Keep Productive is your guide to productivity software. Keep Productive is a community dedicated to helping you find the most suitable productivity software for your work and life. We’re continually growing an evolving towards the mission of being supportive to your everyday productivity. ▶ DISCLAIMER All opinions expressed are my own. In some of my videos, I’ve started to include affiliate codes/links to earn a small commission if you make a purchase. If you choose to use them, thank you for supporting the channel! ▶ WEBSITE: https://toolfinder.co/ #Productivity #Airtable #CRM Find the perfect productivity tools with Tool Finder: https://toolfinder.co