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‎Jan 11, 2024 06:50 AM - edited ‎Jan 11, 2024 06:57 AM
Hey everyone,
I aim to enhance my CRM by achieving the following:
- Establish a connection between my Gmail account and an Airtable for contacts. I'd like every new contact's email to automatically create a record in Airtable or Google Sheet/Excel, facilitating manual loading into my Airtable.
- Currently, I have two tables - one for personal contacts and one for companies. While the tables are linked, an issue arises when multiple contacts from the same company result in the company appearing multiple times in the Company Table. How can I modify this so that the company name acts as a banner, allowing me to click and view all associated contacts?
Thanks, everyone.
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‎Nov 25, 2024 02:20 AM
Hi @Gilad, did you ever figure this Workflow out? I am trying to do the exact same thing and am thinking some sort of Zapier zap would do the trick.
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