I want to build a custom CRM for my inside sale team and other teams.
I have a Master base that has all the leads data also that’s where we want to assign who will take care of these leads.
After we assign a lead, our Sale Agent will see new lead appear inside of their own Sub-CRM.
We could do that with Filter and Importrange in Google Sheet.
Could we do the same here in Air Table?
And you can also dii it with Airtable’s native Sync. Syncing is only one-way however, so if you need too add some data in the Sub-CRM base, it won’t be pushed back to the original base (unless you set up an Automation to do it).
I’m testing Sync function, it’s quite fun playing with it.
I would need those Sub-CRM able to send back data to the Master CRM.
I have tried Sync but there are still having a lot of limitations when the 2 files are linked to each other.
For example, Master CRM sync “Lead Info” to Sub-CRM
Then in Sub-CRM, I added a couple more columns so our teammate can update their status.
I build sync from Sub-CRM back to Master CRM.
However, in Master CRM, data stay in 2 table.
Are there any simpler way for us to build the connect more efficiently?