Need help building a base. I don't have time

Here’s what I want to do.

  1. Export our entire CRM database (a subset of the data) to Airtable
  2. In Airtable, I want to monitor the DB for specific birthdays (e.g. 30th, 55th)
  3. When a DB member is within 30 days of one of those (or other) specified birthdays, using Zapier, I want to create an activity in our CRM. (I already have built and tested a Zap that will do this, but it may need some fine tuning.)
2 Likes

Hi Graig, I can help you build your base if you’re still looking for help. Shoot me an email at ojonimi177@gmail.com

Hi Graig,
I can help you with custom script to export data for CRM and import to Aritable base.
Please let me know, If you are still looking for help.

Awaiting reply

Regards
Deep .

eMail - deepvyas71@gmail.com

Hi Graig,
All that you have described is certainly well within my area of expertise and I would be glad to help you out on all this.
You can reach me on andrewjohnson56782@gmail.com
Best Wishes,
Andrew

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