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‎Aug 02, 2023 03:26 PM
New to Airtable, really want to make it work but it seems that it wouldn't work well as a CRM where there is a record of all e-mails and Whatsapp messages between us and the customer, and the ability to send emails/messages directly from Airtable seamlessly (please correct me if I'm wrong).
Therefore I am looking at a second service to handle that. Any recommendations that would work well with Airtable?
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‎Aug 02, 2023 07:17 PM
Sure, I have clients that are using Airtable to log emails and to send/receive text messages. All of this is done with Make as the middleman between Airtable and those other services. (If you have a WhatsApp business account, you can use Make's WhatsApp integrations.)
There can be a bit of a learning curve with Make, which is why I created this basic navigation video for Make, along with the links to a few other Make training resources.
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‎Aug 02, 2023 07:25 PM
This is another place where Smart Suite shines, they have built in communication on the record
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‎Aug 02, 2023 07:36 PM
I like SmartSuite, but Airtable has always had the ability to have conversations on the record. That's where SmartSuite originally got the idea from. But I see that SmartSuite has added extra features that Airtable doesn't have, such as emails as a part of the conversation.
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‎Aug 02, 2023 08:01 PM
Yes you got it right, you can email with outside pepole too and have everything visible on the record
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‎Aug 02, 2023 08:06 PM
That's super cool! SmartSuite is solving all of Airtable's pain points, because Airtable won't do it themselves!