Data and spreadsheets

Connect your configurator to Airtable

Airtable is a database with a spreadsheet interface. Companies reach for it where a spreadsheet is no longer enough and a full business system would be too much.

For a configurator that is a comfortable middle. Product ranges, add-ons and price tiers can live in linked tables that the configurator reads, and submitted configurations are written back, so sales and production look at one source.

Other integrations

Google Sheets

Google Sheets is a shared spreadsheet in the browser. At smaller companies it holds the price list, the surcharges and the list of what may be combined with what.

Microsoft Excel

Excel is still the most common place a company keeps its price list and its calculator. Usually a file that grew for years and that exactly one person fully understands.

HubSpot

HubSpot is a CRM that keeps contacts, deals, email and automation in one place. Companies pick it so a salesperson never has to switch between the inbox and the record.

Pipedrive

Pipedrive is a CRM built around the pipeline. A salesperson sees the stage every deal is in, and the system pushes for the next step rather than for record keeping.

Salesforce

Salesforce is the CRM of larger sales teams. It usually holds not just the pipeline but price books, approvals and the reporting that production planning depends on.

Zoho CRM

Zoho CRM is part of the Zoho suite, so invoicing, support or projects often come from the same vendor as the pipeline.

RAYNET CRM

RAYNET is a Czech CRM used widely by small and mid-sized companies in Czechia and Slovakia. It keeps contacts, deals, activities and quotes in one cloud-hosted place.

eWay-CRM

eWay-CRM is a Czech CRM that lives inside Microsoft Outlook, with a web and mobile app beside it. Companies pick it so a salesperson never leaves the inbox they spend the day in.

Want a configurator wired into Airtable?

Tell us what you sell and how an enquiry is handled today. On the demo you will see the configurator and exactly what drops out of it into your system.

treede is not an official partner or reseller of the systems named here. All names and marks belong to their owners and are used to say where a finished configuration can be delivered. Each connection is built during implementation, to what your system allows. Airtable official site

Connect a 3D configurator to Airtable | treede