Automation & workspaceUSA new deal in the CRM becomes a row in your Airtable base, a status changed in Airtable shows up on the deal, and the team keeps its familiar tables without retyping anything.
Airtable is where many teams keep their working tables: a content plan, a production schedule, a list of orders in progress, a register of contractors. The CRM is where the client, the deal and the money live. Between them there is usually a person who copies the deal into Airtable by hand and then copies the result back. The connection removes that step: a deal that reaches the agreed stage appears as a row in the right base with the client's details already filled in, a change in Airtable — a new status, a date, a responsible person — is written back to the deal, and the manager sees the current state in the CRM without opening the base. Airtable stays exactly as your team built it; the connection only reads and writes the fields you agree on.
Before the manager wins the deal, opens Airtable and types the client, the product, the quantity and the deadline into the production table by hand — and sometimes forgets.
After the moment the deal is marked won, a row appears in the table with all of that filled in and a link back to the deal; production sees the new order without a message from sales.
Before the client asks 'where is my order?', the manager opens Airtable, scrolls through the table and looks for the right row.
After when production moves the row to 'in work', 'ready' or 'shipped', the deal in the CRM shows the same stage on its own, and the manager answers from the client card.
Before the marketing team keeps the content plan in Airtable and asks sales in chat which client each item belongs to and what was agreed.
After each row carries the client's name and a link to the deal in the CRM, and when a piece is published, the date lands in the client's history so the account manager sees it without asking.
Before the list of contractors and their rates lives in Airtable, and the manager copies the right contractor into the deal by hand for every order.
After the manager picks the contractor from a list that the CRM reads from the base, and the contractor's card in Airtable shows which deals they are on.
For those who want to check: each point links to the official documentation page it comes from.
Airtable's Web API is RESTful and returns data in JSON; every request is addressed to a specific base and table.
Source: support.airtable.com ↗ checked 2026-09-28Access is granted through personal access tokens or OAuth; the token's scopes and the list of bases it may open are chosen when it is created.
Source: support.airtable.com ↗ checked 2026-09-28A token can only do what the user who created it is allowed to do, regardless of the scopes selected.
Source: support.airtable.com ↗ checked 2026-09-28On the Enterprise Scale plan, service accounts let an integration run independently of any specific employee, so it keeps working if that person leaves.
Source: support.airtable.com ↗ checked 2026-09-28Records are returned in pages of up to 100 at a time; a full table is read page by page.
Source: support.airtable.com ↗ checked 2026-09-28Airtable answers no more than 5 requests per second per base on any plan, and the same key or service account gets no more than 50 requests per second across all its bases; when the limit is hit, Airtable answers with error 429 and asks to wait 30 seconds, and increased limits are not offered on any plan — so bulk loads go in portions and the connection is built to wait and retry. On the two entry-level plans there is also a monthly cap on the number of requests, fixed per plan and not adjustable per account; a busy connection on those plans can run out of requests before the month ends. Records come in pages of 100, so reading a large table takes several requests. A request that takes too long — a complex filter or a very large page — can time out even within the limits. The personal access key is tied to the person who issued it and cannot do more than that person is allowed to; service accounts that survive an employee's departure are available only on the Enterprise Scale plan. Airtable does not offer a documented way for our connection to be told about changes in a base on a help page we could verify, so changes from Airtable are picked up in short cycles rather than the instant they happen.
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Four services people come to us for most often. Each page explains what we do, how the work goes and where to start.
Choose the system, set up the pipeline, migrate data, train the team.
Learn more →Accounting, telephony, website, payments and messengers feed the CRM on their own.
Learn more →Orders, requests and answers around the clock, straight into your CRM.
Learn more →Flows between CRM, email, spreadsheets, payments and AI, on your own server.
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Automation & workspaceUSThe spreadsheet your team already lives in: leads flow from a Google Sheet into your CRM, reports flow back into the sheet, and nobody copies rows by hand
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Automation & workspaceUSDeals from the CRM appear as pages in your Notion base, tasks ticked off in Notion move the deal forward, and the team's wiki stays where the team already is.
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CRMUSThe board-style CRM from monday.com: connect it once, and leads, deals and contacts stay in sync with your other tools
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Automation & workspaceUSZapier links your services without code: we set up the links, or replace them with our own code when there are too many steps
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Automation & workspaceEUVisual scenario builder: we build the links in your Make, plug in what it can't reach, and replace it with code when it gets crowded
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Automation & workspaceUSSlack as the team's alert desk: leads, deals and calls from the CRM land in a channel, and the team acts on them without leaving the chat
See scenarios →Implementation · Development · Integrations →
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