![]() Discover automation, views, reporting, and more. Connect them and start building apps today. Label each of these fields as First Name, Middle Name and Last Name Respectively. Build workflows off your social media data with the LinkedIn Airtable Integration. This will be especially useful for those times when you would like to be more personal with your contacts, when you run an Airtable Automation to follow-up with your leads, for example, you’ll definitely want to be able to address them by just their first name rather than their full name which often comes across as impersonal.īegin by adding three single line text fields to the right of the primary name column (the leftmost column in the table – we will come back to this later). ![]() Separating the different parts of the names not only simplifies your data structure but enables more reliable integrations with other tools like email. ![]() When creating name fields, it is recommended to separate the different parts of the name into first, middle, and last names. It is encouraged to build your CRM alongside the tutorials. As we move along this series, we will introduce the most typical columns involved within a CRM. To start our tutorial we will begin by building out the contact table. In Airtable, a field is most closely related to a column. What fields are typically on the contact table? This increases team communication and reduces the time needed to get someone up to speed, in the event of role changes or turnover. With a contact table, all the information regarding a particular client or contact is neatly organized, allowing team members to easily view the progress, changes, or updates on a contact. Your team’s CRM needs a contact table so you can track progress with individual clients.
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