About this Video

• Video Title: AIRTABLE - LES BASES en moins de 20min (Tutoriel 2025)
• Channel: Céline Bonifacio
• Speakers: Céline
• Duration: 00:19:22

Introduction

This video tutorial provides a beginner-friendly introduction to Airtable. The speaker, Céline, guides viewers through building a CRM (Customer Relationship Management) system from scratch, demonstrating key functionalities and applications within Airtable.

Key Takeaways

• Airtable Interface Overview: The video introduces the main Airtable interface, including workspace navigation, base creation, and table management.
• CRM Database Construction: A step-by-step guide to building a CRM database with "prospect" and "client" tables is provided.
• View and Filter Customization: The tutorial explains how to customize views (table, calendar, gallery, etc.) and apply filters to refine data display.
• Airtable Properties: The video details various Airtable property types (text, date, number, attachments, etc.) and their application within the CRM.
• Formulas and Automation (Preview): The video briefly introduces the use of formulas for automation (to be covered in subsequent videos), demonstrating a formula to identify prospects requiring follow-up.

Here are the answers based on the provided transcript:

1. What are the different types of views available in Airtable, and how are they used to present data?

Airtable offers various views to present data: table, calendar, gallery, Kanban, timeline, list, and Gantt. The speaker shows examples of table and gallery views. The choice of view depends on how you want to organize and interact with your data—a table for spreadsheet-like organization, a calendar for date-based views, a gallery for visual representation, etc. Some views may require a paid plan.

1. How does the speaker explain the difference between the "prospect" and "client" tables in the CRM example?

The speaker uses separate "prospect" and "client" tables to distinguish between leads (potential customers) and confirmed customers. This separation reflects different stages in the customer journey and allows for separate management by different teams (e.g., sales and customer service). This setup facilitates tracking and managing pre-sale and post-sale interactions efficiently.

1. What are the key properties created within the "prospect" table, and what data types are used for each?

The key properties created in the "prospect" table include:

• Nom Prénom: Single-line text
• Date du dernier contact: Date
• Statut: Select (with options like "Contacted," "To follow up," "Quote sent," "Lost," "Won")
• Note: Long text
• Email: Email
• Téléphone: Phone number
• Relance: Formula (a calculated field based on the "Date du dernier contact," showing "Oui" or "Non" based on the time elapsed).

1. What formula is demonstrated in the video, and what is its purpose in managing customer relationships?

The demonstrated formula in the "Relance" field checks the "Date du dernier contact." If the date is seven days or more in the past, the formula returns "Oui" (yes), indicating a prospect who needs to be contacted. If the date is less than seven days ago, it returns "Non" (no). This helps identify prospects requiring follow-up, streamlining the sales process.