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Rick_Klau
5 - Automation Enthusiast
5 - Automation Enthusiast
since ‎Jul 24, 2019
‎Nov 29, 2022

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Hi - I’ve successfully created a Zap tied to a CRM base in Airtable. Here’s the general idea: Airtable base: each record has a contact frequency (quarterly, semi-annually, annually, or none) and a ‘last contacted’ date. A formula calculates whether t...
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