The routine I lean on most: an auto-updating CRM, and I want to make it collaborative

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1

My most useful Town routine is almost embarrassingly simple- it’s turned into a personal CRM that basically runs itself.

Every time an external meeting wraps on my calendar, it logs whoever I met into my Airtable: name, role, company, email, LinkedIn, how we got connected, and level of closeness. It pulls all of that from the web and my email context, so the fields fill themselves in and I never have to touch it.

Why I love it- I meet a ton of founders and investors, and my contact list used to go stale the second I made it. Now it just builds itself in the background and I never lose track of who I met or how we crossed paths.

I still have edits I want to make. I want to include tags, granola note summaries, and use my contact list to generate new folks I should get to know.

Here’s where I’m stuck though. I want to make this collaborative so my whole team can feed their contacts into one shared base. Has anyone built a team version of this? How would you set it up so everyone can zap their contacts to a new airtable without causing duplicates or getting things all muddled? Would love to chat with folks who have played around with this.

2

Probably not exactly the answer you were looking for, but we do this via Attio.

Attio is our CRM and it auto logs contact list. We use Granola as well. Town pushes Granola notes at the end of each day into Attio (either to a Company record or a Deal record). We also uses town to enrich the Attio record with data from Granola notes (e.g. Revenue, EBITDA, etc). Our team uses the combination of all three of these to keep the contact list up to date and with rich context. Works well.