Airtable + The Customer Factor
Create or update Airtable records whenever new customers are added in The Customer Factor
Keep customer data fresh and up to date with ease. As soon as a new customer is added within the Customer Factor, their information is promptly established or refreshed in the Airtable record. This smooth process aids in time-saving, enhancing customer database precision and efficiency with no extra legwork on your part.
Keep customer data fresh and up to date with ease. As soon as a new customer is added within the Customer Factor, their information is promptly established or refreshed in the Airtable record. This smooth process aids in time-saving, enhancing customer database precision and efficiency with no extra legwork on your part.
- When this happens...New Customer
Triggers when a new customer is added to The Customer Factor.
- automatically do this!Create or Update Record
Updates an existing record if one exists, otherwise creates a new record.
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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
