Airtable

Live

Airtable records from your automations — create or update a record in an authorized base and table when a lead, form or booking event fires.

Capabilities

  • Create or update a record
  • Base and table pickers
  • Lead, form and booking starters

Common Use Cases

  • Log every new lead in the base the account team already works from
  • Keep a client tracker current without copy-paste

How to Connect Airtable

  1. 01

    Open Settings → Integrations

    From your Zyan Admin workspace, open Settings → Integrations and pick the Airtable tile. The workspace owner, an admin, or a member with the automations permission sees Connect.

  2. 02

    Sign in with Airtable

    A one-click sign-in in Airtable's own window. Zyan never sees your password and holds no platform-wide key; disconnect from the same tile at any time.

  3. 03

    Pick the base and table

    The record step lists the bases your connection can reach and the tables inside the one you choose; map the fields to write.

  4. 04

    Start from any event

    Lead, form and booking starters fill the record from the event.