Linked Records
Beautiful Interface
Views & Automations
Airtable vs Google Sheets
✓ Airtable Advantages
- • Linked Records: Conectează Contacts cu Calls cu Companies
- • Multiple Views: Grid, Kanban, Calendar, Gallery simultaneous
- • Rich Field Types: Attachments, Select, Date, Barcode, Rating
- • Built-in Automations: When record created → Do X
- • Permissions: Field-level și record-level access control
- • API First: REST API puternic pentru developers
When to Use Airtable
- ✓ Ai nevoie de relații între date (Contacts → Companies)
- ✓ Vrei views multiple (Kanban pentru sales pipeline)
- ✓ Echipa ta e non-technical (interface super user-friendly)
- ✓ Ai nevoie de attachments (contracte, PDFs)
- ✓ Vrei automations built-in (fără Zapier)
- ✓ Budget permite ($10-20/user/lună)
Structura Airtable Recomandată
📋 Table: Contacts
Fields:
- • Name (Single line text)
- • Phone (Phone number)
- • Email (Email)
- • Company (Link to Companies table)
- • Status (Single select: New, Contacted, Qualified)
- • Source (Single select: Facebook, Google, Referral)
- • Tags (Multiple select)
- • Created (Created time)
Linked:
- → Calls (one-to-many)
- → Companies (many-to-one)
- → Deals (one-to-many)
📞 Table: Calls
Fields:
- • Contact (Link to Contacts)
- • Date & Time (Date)
- • Duration (Number - seconds)
- • Outcome (Single select: Interested, Not Interested, No Answer)
- • Transcription (Long text)
- • Summary (Long text)
- • Recording (Attachment/URL)
- • Next Action (Single select)
- • Lead Score (Number 1-100)
Rollup Fields:
- • Total Calls (Count from Contacts)
- • Avg Duration (AVG from Duration)
- • Success Rate (Custom formula)
🏢 Table: Companies
- • Name, Industry, Size, Website
- • Contacts (Link to Contacts - many)
- • Total Deal Value (Rollup from Deals)
- • Status (Prospect, Customer, Partner)
Airtable Views pentru Kallina
📊 Grid View: All Contacts
Standard table view cu toate contactele și filtre:
- • Filter: Status = "New" → Kallina to call
- • Sort: Created (newest first)
- • Group by: Source
📋 Kanban View: Sales Pipeline
Drag & drop pipeline:
- • Column: Status
- • New → Contacted → Qualified → Won/Lost
- • Drag contacts între stages
📅 Calendar View: Scheduled Calls
Vezi când Kallina va apela:
- • Date field: Scheduled Call Date
- • Color by: Lead Priority
- • Perfect pentru planning
⭐ Gallery View: Hot Leads
Visual cards pentru leads importante:
- • Filter: Lead Score > 80
- • Cover: Company logo (if uploaded)
- • Quick overview
Built-in Automations
🤖 Automation 1: New Contact → Call în 5 minute
Trigger: When record enters view "New Contacts"
Action: Send API request to Kallina → Make call
📧 Automation 2: Interested → Email Sales Team
Trigger: When "Outcome" = "Interested"
Action: Send email to assigned sales rep cu detalii
🔔 Automation 3: Follow-up Reminder
Trigger: When "Next Action" = "Follow-up" AND 3 days passed
Action: Kallina makes follow-up call + Slack notification
Setup
Creează Airtable Base
Folosește template "CRM for Voice AI" sau construiește custom
Generate API Key
Airtable Account → API → Create personal access token
Conectează în Kallina
Dashboard → Integrations → Airtable → Paste API key + Base ID
Map Tables & Fields
Configurează ce table e pentru Contacts, Calls etc.
Pricing Airtable
Free
$0
- • 1.200 records/base
- • 1 GB attachments
- • 2 week history
- • OK pentru testing
Plus
$10/user/lună
- • 50.000 records/base
- • 5 GB attachments
- • 6 month history
- • Recomandat pentru Kallina
Pro
$20/user/lună
- • 100.000 records/base
- • 20 GB attachments
- • Field permissions
- • Pentru enterprise
FAQ
Airtable vs Notion?
Airtable = database relațional cu API puternic. Notion = wiki/docs cu database light. Pentru Kallina, Airtable e superior.
Pot folosi Airtable Forms?
Da! Creează Airtable Form pentru lead capture. Submissions creează automat records, Kallina le apelează instant.
Se integrează cu Zapier?
Da, Airtable are integrare nativă Zapier. Poți combina Airtable + Kallina + Zapier pentru workflow-uri ultra complexe.
Conectează Airtable cu Kallina
Database relațional puternic pentru Voice AI