Stay Up To Date
We believe in keeping you in the loop with all the latest happenings in our courses and system. On this page, you'll find a comprehensive log of all the exciting changes, improvements, and additions we make to our courses and system. Whether it's a new feature, a course enhancement, or a system update, we've got you covered. Bookmark this page and check back regularly. We're committed to ensuring that your learning experience remains exceptional and that you have all the information you need to succeed.
New Features
New Updates
Resources & Tools
Important Updates
Here are some of the most recent updates we thought would be helpful to take note of
New Feature: Airtable Actions & Triggers in Workflows
Airtable can create a database, add records, link tables to one another, collaborate, sort records, and publish views to external websites. So, if you’re a frequent Airtable user who’s starting with your CRM, leverage this update to keep them connected. Let’s learn how!
⭐️ How To Use Airtable Actions & Triggers?
First, head to the Integration section inside your account settings and click “connect” under Airtable Base.
Navigate to the Workflows tab in the automation section and create or edit a workflow.
Choose an Airtable Base trigger or action.
Test your trigger or action before saving to ensure proper connection.
⭐️Why Is This Feature Beneficial To Your Company?
Document Collaboration: Keep your documents auto-updated and connected without third-party integrations directly from your CRM, allowing you to use both platforms as needed.
Integrated Cloud Updating: Create and follow up on internal tasks, ensuring that your document creation and databases are always up to date to deliver the best results to customers.
Content Organization: Utilize the integrated AI from your CRM to generate content that can be easily organized and managed through Airtable, ensuring datasets remain properly connected.
Enjoy the integrated connection and data transfer that enables seamless use of your CRM, ensuring you don't miss details or have disorganized information in your Airtable, all thanks to cross-platform communication.
