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organizing contacts in airtable for apartments that have multiple contacts (tenants) per apartment

  • November 20, 2024
  • 2 replies
  • 24 views

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Currently I have one apartment per row and the tenants #1 name, tenant #2 name, tenant #1 email, tenant #2 email as column name with the tenants info on the row. This hard to export the data this way or to sync to a crm with zapier. what is the best way to organize the contacts/ tenants in general so that easier to export or sync via zapier to a third party crm like cloze.

 

 

 

Best answer by Ron_Daniel

I'd suggest making three tabs, so that you can see not only who's in each apartment, but also keep track of the apartment's next lease when things change:

2 replies

TheTimeSavingCo
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  • Brainy
  • 6457 replies
  • November 20, 2024

Hm how you export it to each service is going to vary depending on how that service ingests data I'm afraid

As a general recommendation, try creating a new table called "Tenants" with the fields for the tenant info, and then create a linked field to the Apartments table.  That way you can have multiple tenants without having to create "Tenants #1", "Tenants #2", "Tenants 3" etc


Ron_Daniel
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  • Inspiring
  • 105 replies
  • Answer
  • November 20, 2024

I'd suggest making three tabs, so that you can see not only who's in each apartment, but also keep track of the apartment's next lease when things change: