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A Quick (Must Have) for Every CRM
Airtable
September 24, 2019
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1 min reading

A Quick (Must Have) for Every CRM

Learn the essential two-table CRM structure in Airtable and how to use a Rollup and Lookup combo to surface the most recent activity.

A Quick (Must Have) for Every CRM

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This recurring thing has been happening to me lately and it's driving me mad. On multiple occasions in the past several months, businesses have taken time and money to market to me. Then, when I'm ready to buy, I hear nothing but crickets from them!

In this video, I show the most common two tables for any CRM. Also, we discuss how to use a Rollup + Lookup combo to bring in only the most recent information to the contact level.

Gareth Pronovost
Gareth Pronovost
Founder & Lead Consultant

Gareth Pronovost is the founder of GAP Consulting, an Airtable-first consultancy that helps businesses replace manual workflows with systems that scale. A former corporate finance analyst turned no-code educator, he has taught hundreds of thousands of builders through his YouTube channel and led systems builds for organizations ranging from solo founders to Disney and Ticketmaster.

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