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

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5 - Automation Enthusiast
5 - Automation Enthusiast

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 Replies 2
7 - App Architect
7 - App Architect

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

Deep .

eMail -

Airtable Expert | S: deepvyas71 | E:
8 - Airtable Astronomer
8 - Airtable Astronomer

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
Best Wishes,