Efficy CRM + AirTable

Synchronise Efficy CRM with AirTable

Info
Efficy CRM

Efficy CRM

Customer Relationship
Info
AirTable

AirTable

Data

Follow your Efficy CRM Leads and Contacts by integrating it with AirTable to synthesize your data.

Orders

Synchronise your Orders

Import or export your orders from one application to another.

Clients

Synchronise your Contacts

Synchronise contacts and customers between your applications.

Transactions

Track your Payments

Keep control of your accounting by exporting your transactions.

Marketing

Optimise your Marketing

Use your customer data to improve your sales.

Can we work as a team on Airtable?

Tables in this software are shareable, and users can track who is making changes to documents when. A chat tool is also included, which allows users to chat each other while working on tables.

Can I use Airtable from my phone?

Airtable is compatible with multiple devices. On desktop computers, users see data in a spreadsheet format, while on mobile devices, data can be viewed as tappable cards. On both devices, users can add and remove data, attach files and share tables.

What can I do with Efficy CRM?

Efficy provides sales personnel full visibility of different sales pipelines. An interface displays the progress stages for each deal with the complete details for next actionable items. The activity & goal feature allows users to track the pending activities in each pipeline. Efficy also offers custom sales reporting tools to monitor individual and team level targets, analyze sales data and generate visual reports.

Can I connect Efficy to other applications not listed on Synchron?

Efficy's mailing system seamlessly integrates with multiple email service providers including Outlook, Gmail and Yahoo. Users can send and receive emails from multiple accounts using their Efficy account. The solution also integrates with various leading CRM tools to transfer contact details, communication history and other information across applications. Apart from these, the solution also integrates with Google Maps, MailChimp, Trello and Zapier.

Connect Efficy CRM and AirTable

No-code platform, start integrating in a matter of minutes.

Synchronisation

Automatically trigger your syncs on predefined events.

Universal Connector

Connect and synchronise your applications without any technical knowledge.

User Interface

Observe in real time the data transferred from one app to another.

Resilience and Security

Enjoy fully encrypted communications and transfers.

Multi-user Account

Work as a team and regulate the permissions of your team members.

Statistics new

Follow the frequency of your synchronisations over time.

Integration Guides

Tips to integrate Efficy CRM and AirTable easily

Customer Relationship

Efficy CRM is an online CRM which organises the management of your business activity and your customer service to increase your ROI.

https://www.efficy.com

Data

Airtable is a cloud-based project management solution targeting small to midsize businesses and focuses on data organization and collaboration.

https://airtable.com

Questions about the integration?

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