For people new to databases, learning the ropes can seem overwhelming. But as is often the case, great strides can be made by breaking down information into smaller, more easily digestible pieces.
‘Linking tables’ is one of those very critical pieces – at least, this is what it’s called in Airtable. The more common term within databases is ‘building relationships.’ Relationships are those connections that link data in one place (table) to data in another place (table).
Imagine the following example: suppose you had a database that contained all of your customer or client data (some type of CRM). This is a vital database for most businesses, but how do these customers get into your CRM? In many business cases, they’ll have gone through some type of sales pipeline. If your business is like mine, that pipeline could look a little something like this:
- Watch a YouTube video about Airtable
- Follow my blog or YouTube channel to learn more about Airtable
- Schedule a free consultation
- Receive proposal
- Become a client
All sales pipelines are a bit different, but I’m sure you get the picture. Well, in Airtable, you could easily build this pipeline in one table, allowing you to move your prospects through your pipeline as they got closer to becoming a paying customer.
But that’s only the beginning, right? In order to really get value out of this data, you want to get your prospects to convert to clients, and to then maintain each client’s data in your CRM, which is usually a different system/workflow than your sales pipeline. You need your tables to talk to one another.
This is where linking tables comes in to play,
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So, in this example we could build this relationship in Airtable using three unique tables as follows:
- Table 1 – Clients
- Table 2 – Pipeline
- Table 3 – CRM