Airtable

Airtable Integration

Connect to Airtable bases for structured data operations.

What It Does

BotDesk reads from and writes to Airtable, treating it like a flexible database. Great for teams already using Airtable for CRM, inventory, or project tracking.

Capabilities

  • Create Records: New lead → New row in "Leads" base
  • Search Records: "What's the status of project Alpha?" → Look up in Airtable
  • Update Records: Change status, add notes from chat

Setup Steps

Step 1: Get API Key

  1. Go to airtable.com/account
  2. Generate a personal access token with scopes:
    • data.records:read
    • data.records:write
    • schema.bases:read

Step 2: Connect to BotDesk

  1. Go to Actions → Airtable in BotDesk
  2. Paste your API token
  3. Select the Base and Table to use

Step 3: Map Fields

Define which data maps to which columns:

  • Name → "Name" field
  • Email → "Email" field

Notes

  • More flexible than Sheets for complex relational data
  • Supports single-select, multi-select, and linked record fields
  • Rate-limited to 5 requests/second by Airtable
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