IntegrationCustomer requests, in the tables your team already uses
Connect Airtable once and share the bases you want. When a customer joins a waitlist, asks for a callback or leaves feedback, the agent adds one record with each column filled from the conversation.
Sign-ups open at launch.
At a glance
- Category
- Databases
- Connect in
- Settings → Integrations
- Unlocks
- Add an Airtable record action
- Creates records
- Yes, records in Airtable
What Airtable adds
Only the bases you share
Airtable asks which bases to share when you connect, and the agent can only add records to those.
Column by column
Choose what fills each column: the agent, the customer's details, the channel, a link to the chat or a fixed value.
Your options stay yours
Select columns only ever get one of their existing options, so your table stays tidy.
Renames don't break it
Columns are matched by Airtable's own ids, so renaming one doesn't stop the action.
Works on every channel
On the website chat the agent can ask for every detail at once as a form; on the other channels it asks one question at a time.
How teams use it
InstagramEvent sign-ups
CustomerSave me a spot at the launch party!
Your agentAdds a record to your Guests table with the customer's name and email.
- Website chat
Quote requests
CustomerI need a quote for 40 custom hoodies.
Your agentShows a short form, then adds a record with the quantity, the deadline and a link to the chat.
WhatsAppFeedback log
CustomerDelivery was quick, but the box was damaged.
Your agentAdds a feedback record with a one-line summary for your weekly review.
Connect Airtable
- Step 1
Open Settings → Integrations and connect Airtable.
- Step 2
Add an Airtable action on the Actions page and pick a table.
- Step 3
Try it in the playground and find the record in Airtable.
Good to know
Disconnecting removes the connection here; remove the app from your Airtable account's integrations to revoke its access there too.
Questions
No. It only adds new records.
Yes. Add one Airtable action per table.
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