Airtable + The Customer Factor
Create new Airtable records from new prospects in The Customer Factor
Streamline your workflow between The Customer Factor and Airtable. Using this setup, whenever a new prospect is added in The Customer Factor, a corresponding record is instantaneously created in Airtable. This automation saves you time by eliminating manual data entry, ensuring your records are always up-to-date and giving you more time to focus on nurturing your prospects.
Streamline your workflow between The Customer Factor and Airtable. Using this setup, whenever a new prospect is added in The Customer Factor, a corresponding record is instantaneously created in Airtable. This automation saves you time by eliminating manual data entry, ensuring your records are always up-to-date and giving you more time to focus on nurturing your prospects.
- When this happens...New Prospect
Triggers when you add a new prospect in The Customer Factor.
- automatically do this!Create Record
Creates a new record with auto-populating fields.
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Estimate Accepted
Triggered when an estimate is accepted in The Customer Factor
Try ItJob Completed
Triggers when a job is marked as completed in The Customer Factor.
Try ItNew Estimate
Triggered when a new estimate is scheduled in The Customer Factor
Try ItNew Job
Triggered when a new job is scheduled in The Customer Factor
Try It
Estimate Emailed
Triggered when an estimate is emailed in The Customer Factor
Try ItNew Customer
Triggers when a new customer is added to The Customer Factor.
Try ItNew Invoice
Triggers when new invoice is created in The Customer Factor.
Try ItNew Payment
Triggers when an invoice is paid in The Customer Factor.
Try It
