I have been building TaskRobin to help Airtable users to save emails to Airtable. Now with new features to craft your very own custom and smart CRM in Airtable!
You can now automatically track and update all your email contacts to a separate contacts table. New contacts will be automatically added to this table with name, email address and first contacted date. Then, your last interaction date will automatically be updated whenever you save or log an email with these contacts in them.
Here's a step by step guide to build your own Airtable CRM with TaskRobin.
If you are not familiar with TaskRobin yet, it is an Airtable extension to save your emails to Airtable with a simple forward.
You can now save emails to Airtable with a simple forward, while capturing all the important meta data such as subject, sender, attachment files for filtering.
Thanks to the awesome Airtable community members who have tried TaskRobin and gave your valuable feedback so far. Please let me know if you have any feedback!
Hi @Daniel_C ,
I have been looking for something like this for a while!
Is there a user guide for adding Task Robin to an existing airtable crm? Can I connect TaskRobin to existing tables instead of creating new tables? I want to use TaskRobin to smooth my current crm instead of starting a new crm.
Yes we do have guides. Specific to integrating TaskRobin to existing CRMs, I would like to bring a few features to your attention.
You can find all our Airtable related knowledge articles here: https://blog.taskrobin.io/tags/airtable/
If you need more help, you can also reach me on the live chat on TaskRobin.
Thanks for sharing this Daniel - I'm getting this setup and it seems very useful. One struggle I'm running into - TaskRobin is saving the sender's original email as "First Name <email@example.com>"...I'd like to pass this email into an Airtable automation to send something to the original sender asking them to review the newly created CRM record in Airtable. Unfortunately, the email isn't sending correctly because of the sender email format...do you have any tips for how TaskRobin can extract ONLY the email address, or alternatively how Airtable can extract the email address only (maybe a formula)?
Hi all, I think I figured it out so I'm posting for the good of the community and if any formula experts can critique this: