3/21/2024 0 Comments Quickbooks online zapier airtable![]() She really took the time to learn our program structure and our team's needs in order to build systems that would be the most helpful for us. Cherry worked with us at every step of the way to figure out the best way to set up our database, and the most strategic way to use Zapier to take time consuming tasks off our hands. We decided to go with Airtable as our database, but knew we were going to need a consultant to help us get our new system set up in an efficient manner without disrupting program operations. Before that program we managed everything on google sheets, but we soon realized this program would require something more sophisticated. ![]() Our small nonprofit launched a COVID relief program at the beginning of the pandemic. AirOps listened to our needs and helped us co-develop a more robust system that gave us the confidence to pursue new opportunities. We saw rapid revenue growth in the last 12 months and needed to upgrade our Airtable workflows and bases. We are a lean team of experienced operators and we use Airtable to magnify our impact. I'm a partner at Amplified Event Strategy, an agency that develops and runs some of the most important conferences in our industry. I am thrilled with her results.ĪirOps helped us keep up with 5x revenue growth! She has been working as a part of my team for several months now to create and launch an amazing new CRM for my business. After working with their team, we have a database that has become part of our agency's "secret sauce" and we have saved time and money as well.Ĭonsistent, smart, thinks up stuff you never thought about.Ĭherry is a consummate professional when it comes to Airtable and business in general. After searching for a consultant, we decided to work with AirOps Consulting to build the marketing editorial calendar Airtable database we needed. We can't recommend the AirOps team enough!ĪirOps Consulting masterfully customized AirTable for our clients' needs.Įffectively implementing an Airtable database and building out automation that supported our workflow proved challenging, especially without prior knowledge of the platform. We continue to work with her stellar team to enhance functionality, automations, and integrations, creating many efficiencies in our day-to-day work. ![]() The resulting solution has been transformative for our workflow, data management, and stakeholder relationships.Ĭherry deeply understands our needs, works diligently to address them all (even providing us with solutions we didn't know we wanted!), and takes special care to train us throughout the process so that we are able to actively manage and develop our own database. If we had two way sync this would massively simplify what we do - however this system and approach works for us.Our small but rapidly growing nonprofit worked with Cherry and her team to design and build an Airtable database to meet our complex programming and operational needs. Our freelance invoice payments are processed in airtable and updated to SalesForce. This means that you need to be clear on your data flows - for example all of our core “account data is held and edited in SalesForce and updated to and used in airtable - the sync goes that way.” Zapier is a one way system and so doesn’t create a two way sync (there are elaborate work arounds to try to fake it ). We use airtable in much more dynamic ways to manage programmes, to feed portals, websites and visualisations. We use SalesForce as the single source of the truth for core data. You can - and we make extensive use of this.
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