Re: Is a template to help me map out my crm automation actions?

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4 - Data Explorer
4 - Data Explorer

Hoping to find a template that can help me map out our system automation actions. We use dubsado CRM and have a long list of forms and emails that go out and I would - some for specific sales channels, some for 2 or 3 different channels…

THank you!

1 Reply 1

Hello and welcome @Stephanie_Reimers!

Airtable has built several CRM templates to allow users to pick the best template as a jumping off point for their particular workflow needs. Airtable users have also published their own personal CRMs for other users to see what works for them and try out those workflows.

If you have any questions about any of these CRM template please don’t hesitate to ask!

Let me know if I can help provide any more information, and if this helped answer your question please mark it as the solution :white_check_mark: .