Our law office is moving from Lawmatics to Airtable for our client management. We’re looking for ways to keep track of email conversations with clients in Airtable. Does anyone know of good apps or methods to sync email threads to client records?
We want something that looks nice and is easy to use. It would be great if we could see all the back-and-forth emails with a client in one place, right in Airtable.
Has anyone tackled this before? What solutions have worked well for you? We’re open to trying different apps or even custom setups if they get the job done.
Thanks in advance for any tips or recommendations!
hey sarahj, have u tried zapier? it can sync emails to airtable pretty smoothly. we use it at my firm and its been a lifesaver. you can set it up to auto-add new emails to client records. not perfect but does the job. might be worth checking out if u haven’t already!
I’ve had success using Parserr in conjunction with Airtable for email integration. It’s a robust tool that can automatically extract data from emails and send it to Airtable. You can set up rules to parse specific information from emails and map it to the appropriate fields in your Airtable base.
The setup process is straightforward, and once configured, it runs in the background. You can create separate rules for different types of emails or clients, ensuring that the right information lands in the correct place. It’s particularly useful for maintaining a chronological record of client communications.
One caveat: While Parserr is powerful, it does come with a learning curve. You’ll need to invest some time in setting up your parsing rules correctly. However, the payoff in terms of efficiency and organization is significant. It’s been a game-changer for our firm’s email management within Airtable.
I’ve been using Airtable for my small legal practice for a couple of years now, and I’ve found that Mixmax integrates really well for email tracking. It’s not a perfect solution, but it’s been quite effective for our needs.
Mixmax allows you to sync email conversations directly to Airtable records. The interface is clean and user-friendly, which sounds like what you’re after. You can view entire email threads within Airtable, making it easy to keep track of client communications.
One thing to note - it does require some initial setup and familiarization. But once you’ve got it running, it’s pretty smooth. We’ve found it particularly useful for tracking important client correspondence and ensuring nothing falls through the cracks.
Just a word of caution: make sure you’re complying with all relevant data protection regulations when syncing client emails. It’s crucial in our line of work.