Building a Sales CRM app using no-code (Softr) for the first time

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  • Опубликовано: 24 янв 2025
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Комментарии • 8

  • @hammadyounas2688
    @hammadyounas2688 3 месяца назад

    Great Video, Can we reterive data from salesforce using custom button?

    • @dave-swift
      @dave-swift  3 месяца назад +1

      My understanding is Yes - but you’ll need to use both platforms APIs, so some dev knowledge is required. Softr is working on a deeper direct integration with Salesforce.

    • @hammadyounas2688
      @hammadyounas2688 3 месяца назад

      @@dave-swift Can you make any video on that?

    • @dave-swift
      @dave-swift  3 месяца назад +1

      No plans ATM -- but definitely let Softr know you liked this video and maybe they will sponsor the channel again :)

  • @AndieGuess
    @AndieGuess 2 месяца назад

    So you would still need an airtable account and a softr account? Pay for 2?

    • @dave-swift
      @dave-swift  2 месяца назад +1

      In this scenario air table would be your database.
      You can use a free air table account or use Google sheets as your data source.
      Air table is a multi billion dollar company with hundreds of thousands of companies already using it, but there is no requirement to use it.

  • @euwillianeng
    @euwillianeng 4 месяца назад

    Can we make a task / assigned user system with the current version of softr?

    • @dave-swift
      @dave-swift  4 месяца назад

      You mean like a project management tool? Yes checkout the Project Tracker template.
      softrplatformsgmbh.partnerlinks.io/peolk5wmddjp (affiliate link)