In this episode of BuiltOnAir and on his own show as well, Alex discusses what it’s like to be a business owner in this rapidly evolving, semi-enigmatic niche of workflow design. Alex has pivoted a lot throughout his journey in the tech world, and he does a great job of explaining his steps and thought process along the way.
Alex’s company Efficient App (previously CyberBytes) specializes in working with Copper CRM for Google Workspace. They often augment Copper’s functionality by building automations and integrating other software, like Airtable. Alex describes how he often uses Airtable as a staging area to store and manipulate raw data as it flows from one app to the next. In his screen share demo, we take a look at a simplified example of an Airtable base created for a client to seamlessly clean and format responses from a website contact form before pushing them to Copper.
App
Comparison
You Might Also Like
Unlock Software Stack Access
Want access to the top SaaS companies software stack?
& our thoughts on their software stack decisions.
Subscribe To Be Entered Into A Free 30-Minute CRM Audit Giveaway
Our CRM Tips Digest is read by 300+
businesses that are successfully using their CRM
to automate and scale 🚀
Subscribe For New
Content on YouTube
Be sure to subscribe to our YouTube channel for more podcasts, candid chats, Shorts, & best practices on how to make your business more efficient!
Subscribe on YouTubeMake Copper an Efficient App
If you'd like help refining your processes, automating communication, and would like ongoing support, we can help!
Request Pricing(please note only eligible companies will be chosen for the audit.)