Alex_Fineman - profile

Alex_Fineman · Jan 24, 2024

Hi all, I'm trying to set up an automation using a trigger using a linked record field. What I want is to trigger an email whenever a record has two or more linked records in a field (but not one). Is this possible to set up?For example, let's say th...

Alex_Fineman · Jul 15, 2020

I’m looking for a third-party service that can assist in moving an entire CRM database from Salesforce into Airtable. I don’t think it’s as simple as a basic CSV import, as the database has a lot of records linked across tables as well as a lot of fi...

Alex_Fineman · May 28, 2020

Hi all, I’m wondering if there is any third-party service that can assist in moving an entire CRM database from Salesforce into Airtable. I don’t think it’s as simple as a basic CSV import, as the database has a lot of records linked across tables as...

Alex_Fineman · Aug 05, 2020

We aren’t using Salesforce as a CRM, only as a database, and we don’t need all that Salesforce offers. Airtable also is more affordable and user friendly.

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Setting a trigger for multiple linked records in a field

ISO assistance with transfering Salesforce data to Airtable

Importing CRM data from Salesforce

Re: Importing CRM data from Salesforce