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Oct 13, 2022 06:11 AM
- I want to show the previous email exchange I had with my contacts. “I want to create an Interaction table” with the following fields: (Number of emails, Total interactions, Last interaction, Last email received, last email sent)
a. How can I connect my Gmail/Outlook to Airtable for that?
- For calendar events (google/microsoft): I want to have the following fields.
-last time I had a calendar invite with someone
-last time I invited them to an event
-last time they came to my event
How would I automate/formulate this so it appears on my CRM?
Thanks in advance for your help!
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Oct 13, 2022 04:23 PM - edited Sep 08, 2023 12:49 PM
Airtable offers a few basic tools that might be of use to you:
- Airtable Sync for Google Calendar
- Automation triggers for Google calendar events
- Automation triggers for Outlook emails & Outlook events
- Automation action for sending emails via Gmail
However, for anything more advanced than what Airtable offers, you would need to turn to an external automation tool like Make.com, which offers tons of advanced integrations. For example:
- Google Calendar integrations & automations for Airtable
- Outlook integrations & automations for Airtable
- Gmail integrations & automations for Airtable
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. For example, to instantly trigger your Make scenarios from Airtable, check out this thread.
p.s. If you have a 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
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Oct 13, 2022 04:23 PM - edited Sep 08, 2023 12:49 PM
Airtable offers a few basic tools that might be of use to you:
- Airtable Sync for Google Calendar
- Automation triggers for Google calendar events
- Automation triggers for Outlook emails & Outlook events
- Automation action for sending emails via Gmail
However, for anything more advanced than what Airtable offers, you would need to turn to an external automation tool like Make.com, which offers tons of advanced integrations. For example:
- Google Calendar integrations & automations for Airtable
- Outlook integrations & automations for Airtable
- Gmail integrations & automations for Airtable
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. For example, to instantly trigger your Make scenarios from Airtable, check out this thread.
p.s. If you have a 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
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Oct 13, 2022 04:55 PM
@ScottWorld I appreciate your help! I will check the links you shared, and I hope with these links I can show the fields I need on my CRM.
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Jun 30, 2023 08:37 AM
Any luck with this? I am looking to do the exact same type of thing in my base. Thank you!
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