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Sep 08, 2023 06:40 AM
Hi.
Can I send emails to my customers via Airtable?
I mean, can I do it directly from the client's profile and have the entire email history stored in the client's profile?
Also, I would like the emails that the client sends to me to be immediately delivered to the client's account in Airtable.
The idea is that I can correspond with the client without using my Gmail account.
Thanks.
Sep 08, 2023 07:15 AM
No, currently Airtable does not have this functionality of a CRM.
Sep 08, 2023 07:16 AM
Sure, Airtable has some basic email automations built into the product, but for more advanced automations like what it sounds like you're trying to do, you would need automate stuff like this by using Make's email automations.
There is a small learning curve with Make, which is why I created this basic navigation video to help. I also provide the links to a few other Make training resources there as well.
p.s. If you have a healthy budget for your project and you’d like to hire an expert Airtable consultant to help you with any of this, please feel free to contact me through my website: Airtable consulting — ScottWorld
Sep 08, 2023 07:23 AM
Thank you for your response
Sep 08, 2023 07:24 AM
Thank you, I will keep it