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Export our entire CRM database (a subset of the data) to Airtable
In Airtable, I want to monitor the DB for specific birthdays (e.g. 30th, 55th)
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.)
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