CRM

Create a lightweight CRM (eg. Salesforce) using Airtable and Google Sheets. This template pack was created based on the CRM we use at Whalesync.

How to setup
Setup

How to setup the CRM template

1

Copy Airtable

Click the button below to open and clone the Airtable template.

Click the button below to open the template then find a button in the top left to copy.

Open template
2

Copy Google Sheets

Click the button below to open and clone the Google Sheets template.

Click the button below to open the template then go to 'File' and click 'Make a Copy'.

Open template
3

Sync with Whalesync

Now the fun part! Use Whalesync to connect these two templates and build your app.

Get started free
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Syncs page of Whalesync