If you're looking to switch or start a personal CRM, the experience with Airtable vs Dex is very different.Īirtable: you can import from. The reminder gets pushed automatically when you create an event in Dex or a matching calendar event is found. Simply choose a keep-in-touch frequency, and we'll calculate a 'keep-in-touch' date when we'll send you a reminder email and push notification.
#Airtable linkedin integration update
However, you'll have to manually update these reminders, and you won't receive any active reminders via email or push notification unless you spend time configuring integrations.ĭex: Dex makes setting periodic keep-in-touch reminders easy. However, as a CRM, it cannot do the essential task of reminding you to keep-in-touch with contacts.Īirtable: you can set dates, date conditions, and even triggers to show this in a separate view:
Keep-in-touch periodic reminders to that update automatically to maintain connections.Available as a web application, Browser Extension, and mobile app, Dex is an integrated, flexible solution on your phone and desktop. With Dex, users can make sure they keep in touch, remember where they left off, and build stronger relationships. What is Dex?ĭex is a personal CRM that helps you build stronger relationships. Dex, built specifically for the task of Personal CRM, may be a better alternative.
#Airtable linkedin integration manual
These include the manual input required for Airtable, lack of periodic reminders, and less overall integration with contacts and social media platforms.īecause Airtable is not built specifically for the job of relationship management, using Airtable comes with serious tradeoffs. (Airtable itself has a 'Personal CRM' template), but there will be drawbacks. Past context (like details and meeting notes).Īs a database management tool, you could use Airtable for this purpose.Often called a “Personal CRM,” these systems are a store of information that helps you keep track of: If you manage a broad network, you’ll want to establish a system to make sure you stay on top of relationships. In addition to a wide number of views (file attachments, card stacks, calendars and custom spreadsheet templates), Airtable also offers many features that can automate your workflows. All types of information can be stored in it's repertoire of spreadsheets. What is Airtable?Īirtable is a flexible, online, workspace. Below, we’ll compare relationship management in Airtable vs Dex. In addition to templates, content calendars, and project trackers, Airtable offers automation and collaboration capabilities.Įven though several authors have written about using Airtable as a personal CRM, it might not always be the best tool for the job. In our case, we could specify bookmarks with "" as a domain.Want to explore Dex as a Personal CRM? Get started here!Īirtable is spreadsheet/database tool used by project managers, educators, advertisers and other professionals. Configure your trigger for only the proper URLs. Let's configure it: create a new Connection between our Pocket account and Integromat.Ĥ. Then create a Pocket trigger for the right action in our case, "Watch new items."ģ. First, create a new Integromat scenario.Ģ.
Let's say that we'd like our sales team to be able to bookmark LinkedIn profiles with Pocket, and that each time they do, this profile is enriched thanks to LinkedIn Profile Scraper.ġ.
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