The Ultimate Guide to Understanding and Building Your Own Customer Relationship Management (CRM) system | Integrations and Dashboards in Glide | Ruchika Abbi
Learn how to set up integrations and dashboards in Glide to build a comprehensive CRM system that meets your specific needs. This ultimate guide will provide you with the tools you need to create a custom CRM system that can help you manage customer relationships and grow your business.
Welcome to the third post in our series on building your own customer relationship management (CRM) system using Glide! In our previous posts, we've covered the basics of what a CRM is and how to set up your data in Google Sheets. In this post, we will discuss how to set up integrations and dashboards in Glide to build a comprehensive CRM system that meets your specific needs. By the end of this post, you'll have the tools you need to create a custom CRM system that can help you manage customer relationships and grow your business. Let's get started!
Integrations in Glide: Bringing Data Together for a Comprehensive CRM System
Integrating data from different sources is a core requirement for any CRM system. By integrating data from various sources, such as external forms on your website, email newsletter data, and other sources, you can build a comprehensive view of your customer base. This will allow you to make better-informed decisions and improve your customer relationships.
Integrations with a CRM can be either inbound (bring data from third party systems into the CRM) or outbound (send data to third party systems). For example, you may want to create leads in your CRM when someone schedules a meeting with you on Calendly, or send an email to a lead upon qualification.
To achieve inbound integrations into the Google Sheets database you can use automation tools such as Zapier or Make.
Glide offers a variety of outbound integrations to help streamline your workflows. Glide’s powerful feature of Actions, enables you to integrate with multiple platforms directly from within Glide, eliminating the need for additional tools. You can also add multiple integrations to a workflow, improving your productivity and efficiency. Let’s take an example of a workflow that requires you to send a Thank you email to the customer on Lead conversion and send a slack message to your team. You can configure both integrations in the same Action in Glide.
Whether you need to connect with external tools or automate certain tasks, Glide's Actions can help you accomplish your goals quickly and easily.
Creating Data-Driven Dashboards in Glide
Dashboards are powerful tools for tracking progress and making data-driven decisions. Glide components such as Charts and Big Numbers and the ability to add complex calculations make it fast and easy to add and modify dashboards. An example of dashboard that can be created include:
Lead conversion dashboard: This dashboard can track the number of leads, where they are coming from, and how many are being converted into customers. You can also track the performance of individual salespeople or teams in terms of lead conversion.
With these dashboards, you can get a better understanding of your business and make more informed decisions.
Inviting Users to the App
As this is a CRM app, it's important to restrict access. You can do this by creating a Private app. Glide automatically creates a Users table for each app. You can configure access to the app based on the Users table or limit access to only invited users, even restricting access to a particular domain.
Building your own customer relationship management (CRM) system can be a daunting task, but with the help of Glide, it can be done easily and efficiently. By utilizing Glide's powerful features and tools, small businesses and large corporations alike can manage customer relationships and grow their business. This is the culmination of a series on building your own CRM in Glide. We hope you found value in it. So go ahead, give it a try, and happy building!