How to Build a CRM with Airtable

Create a flexible CRM system using Airtable's powerful database and automation features

Beginner
2-4 hours
Build It at Buildday MelbourneJump to Steps

Prerequisites

Before you begin, make sure you have the following ready.

Airtable account
Contact list
Sales process defined

What You Will Build

A customisable CRM with contacts, deals, pipelines, and automations

Key Features

Flexible structure
Multiple views
Automations
Integrations
Interfaces

Step-by-Step Tutorial

Follow these steps to build your crm with .

1

Create your base

Set up tables for contacts, companies, and deals

2

Link records

Connect contacts to companies and deals

3

Build views

Create kanban, calendar, and gallery views

4

Add automations

Set up email triggers and status updates

5

Create interfaces

Build user-friendly dashboards

Common Mistakes to Avoid

Too many fields
Not using linked records
Missing automations

Next Steps

Once you have completed this tutorial, consider these enhancements.

Add Slack notifications
Create email templates
Build reporting interface

Learn More

Build Guide

How to Build a CRM

Build It Faster at Buildday Melbourne

Build with Airtable at Buildday Melbourne

Join our hands-on workshop and get expert guidance while building your project in a single day.

Book Your SpotView All Tutorials

Related Tutorials

Intermediate
4-8 hours

How to Build a CRM with Lovable

Build a custom customer relationship management system tailored to your business needs

Read tutorial
Intermediate
2-4 hours

How to Build a Database with Supabase

Set up a powerful PostgreSQL database with automatic APIs and real-time capabilities

Read tutorial