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In this episode of BuiltOnAir and on his own show as well, Alex discusses what it’s like to be a business owner in this rapidly evolving, semi-enigmatic niche of workflow design. Alex has pivoted a lot throughout his journey in the tech world, and he does a great job of explaining his steps and thought process along the way.

Today I'm here with Dan Fellars from Openside and we're talking about all things Airtable. Airtable is user-friendly database software, think of Google Sheets and Excel, but with a bit more structured in that it can actually be used at a mass scale for business processes. In this episode, we talk about how you can leverage automation and the ever-evolving cloud software tools available to build custom solutions, all without the traditional development overhead.

Pipedrive + Airtable Integration—An extension of Pipedrive using Airtable & Expand your CRM by connecting thousands of datapoints stored in Airtable

HubSpot + Airtable Integration—An extension of your CRM using Airtable & Expand your CRM by connecting thousands of datapoints stored in Airtable

Airtable + Ironclad Integration—Automatically create and send secure contracts straight from Airtable & Save time, reduce friction, and deliver secure contracts from Airtable effortlessly

Airtable + Loops Integration—Send segmented marketing and onboarding emails automatically without leaving Airtable & Ensure contacts in your lists get the perfect email at the time it's intended

Airtable + Slack Integration—Notify your team in Slack of any important changes in Airtable & Help your team stay on top of when they are needed in Airtable

Copper + Airtable Integration—An extension of your CRM using Airtable & Expand your CRM by connecting thousands of datapoints stored in Airtable

Airtable + Asana Integration—Automatically trigger an Asana project template or task straight from Airtable & Delegate work to your team at the perfect time, reduce time spent adding tasks to Asana

Airtable + Motion Integration—Automatically trigger the creation of Motion tasks straight from Airtable & Delegate work to your team at the perfect time, remove friction and time spent adding tasks to Motion

Airtable + Webflow Integration—Automatically add leads to Airtable, store all customer data in one place & Reduce manual data entry, improve reporting, save time

Airtable Workflow Design Discussion with Alex Bass (BuiltOnAir) Podcast posted on Mar 11, 2019 -

Airtable + Xero Integration—Automate Invoice Creation & Keep Contacts In-Sync & Never manually create another invoice again

Airtable + Outfunnel Integration—Send automated emails straight from Airtable & Save your team time by adding automated emails to their workflows, help your sales team identity their warmest leads

Salesforce + Airtable Integration—An extension of Salesforce using Airtable & Expand your CRM by connecting thousands of datapoints stored in Airtable

Airtable + PandaDoc Integration—Automatically populate & send proposals straight from Airtable & Save time and deliver secure proposals from Airtable effortlessly

Airtable + Luma Integration—Attendees registration details and event details sent straight to Airtable & Save time, stay organized, and have your team automatically follow-up post event

Airtable Review 2024 (Database): Is Airtable worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Top 4 Database Software & Tools in 2024 - Best Database software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which Database software alternative is best for your team in 2023?

Airtable + QuickBooks Online Integration—Automate Invoice Creation & Keep Contacts In-Sync & Never manually create another invoice again

Airtable + Google Drive Integration—Automatically create customer folders and move documents into storage & Reduce the stress of looking for documents

The 5 Best Airtable Alternatives in 2024 - comparisons, reviews, promo codes, and unfiltered thoughts.

We love Airtable, but when talking to companies that are thinking of using it as their core CRM, we advise against it. Here's a candid answer to the FAQ, should I use Airtable as my CRM?

2 Reasons Why You Shouldn’t Use Airtable or Notion As Your CRM Video posted on Jan 13, 2023 -

Best Small Business CRM in 2024? Notion vs Airtable vs Copper vs Pipedrive vs Folk Video posted on Jan 10, 2024 -

The marketing automation tool (and CRM) for mid + large teams (200–1,000) who require a robust and all-in-one tool like Salesforce. For teams of all sizes looking for a flexible and user-friendly database (spreadsheet replacement) that can easily connect with other tools.

folk is a simple yet powerful spreadsheet-like CRM for individuals. For teams of all sizes looking for a flexible and user-friendly database (spreadsheet replacement) that can easily connect with other tools.

The CRM for heavy call & sms—focused small and mid-size sales teams For teams of all sizes looking for a flexible and user-friendly database (spreadsheet replacement) that can easily connect with other tools.

Whalesync Review 2024 (Integration & Data Sync): Is Whalesync worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

For teams of all sizes looking for a flexible and user-friendly database (spreadsheet replacement) that can easily connect with other tools. A shared documentation and note taking tool that tip-toes the line of a flexible no-code platform (for teams of all sizes).

The CRM for small + medium teams (200 or less) that are using Microsoft 365. For teams of all sizes looking for a flexible and user-friendly database (spreadsheet replacement) that can easily connect with other tools.

The CRM for small + medium teams (200 or less) that use Google Workspace. For teams of all sizes looking for a flexible and user-friendly database (spreadsheet replacement) that can easily connect with other tools.

The CRM for enterprise teams (1,000+) with highly complex processes. For teams of all sizes looking for a flexible and user-friendly database (spreadsheet replacement) that can easily connect with other tools.

Top 10 CRM Software & Tools in 2024 - Best CRM software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which CRM software alternative is best for your team in 2023?

Airtable Discount Code - Free $10 Credit—no strings attached, just sign up through us and lock in any future Airtable courses for free.

For teams of all sizes looking for a flexible and user-friendly database (spreadsheet replacement) that can easily connect with other tools. For teams of all sizes for building out non-structured spreadsheets and robust calculations.

The Best CRM Software (Copper vs Pipedrive vs Hubspot vs Salesforce vs Airtable) Video posted on Nov 17, 2022 -

Top 4 No-Code Builder Software & Tools in 2024 - Best No-Code Builder software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which No-Code Builder software alternative is best for your team in 2023?

The 5 Best Google Sheets Alternatives in 2024 - comparisons, reviews, promo codes, and unfiltered thoughts.

Whether you're looking to connect a lengthy application form or a simple website inquiry form to Copper, here are 3 tips that can help you save some time.

folk Review 2024 (CRM): Is folk worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

For teams of all sizes looking for a flexible and user-friendly database (spreadsheet replacement) that can easily connect with other tools. A no-code automation platform for small + mid-size teams. You can use Zapier to pass data from one app to another.

Automatically sync your data across no-code tools like Airtable and Webflow (2-way sync), for teams of all sizes. A no-code automation platform for mid + large size teams. You can use Make to pass through and manipulate data from one app to another. (Formerly Integromat)

Automatically sync your data across no-code tools like Airtable and Webflow (2-way sync), for teams of all sizes. A no-code automation platform for small + mid-size teams. You can use Zapier to pass data from one app to another.

Outfunnel Review 2024 (Integration & Data Sync): Is Outfunnel worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Zapier Review 2024 (Automation): Is Zapier worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Pipedrive Review 2024 (CRM): Is Pipedrive worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Sandhill Markets Review 2024 (Personal Finance): Is Sandhill Markets worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Streak Review 2024 (CRM): Is Streak worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Top 3 Website Builder Software & Tools in 2024 - Best Website Builder software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which Website Builder software alternative is best for your team in 2023?

Learn all things Copper CRM best practices, automation, and integration.

Copper Review 2024 (CRM): Is Copper worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

We're married, work together, and invest in startups. Follow along as we build efficient.app in public and show you what it's actually like being partners in life and business. 🦾

What is a CRM? Video posted on Jan 11, 2023 -

Google Sheets Review 2024 (Spreadsheet): Is Google Sheets worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Customer Success at Efficient App - Check out all podcast episodes and posts written about Copper CRM surrounding automation and integration best practices.

Where do we begin? Google Sheets is a spreadsheet tool, as an alternative to Excel, it works great! We've used it in our own business for any areas that we'd have otherwise used Excel. But for anything that an unstructured spreadsheet isn't good for, we pretty quickly moved everything over to Airtable (but more on that later).

folk Discount Code - 10% Off Annual—no strings attached, just sign up through us and lock in any future folk courses for free.

Co-Founder & Business Process Strategist at Efficient App - Check out all podcast episodes and posts written about Copper CRM surrounding automation and integration best practices.

Support Ticket Monitoring Bot at Efficient App - Check out all podcast episodes and posts written about Copper CRM surrounding automation and integration best practices.