Airtable
Optimize data organization and collaboration with Clay's Airtable integration. Empower your team with structured data.
Add a Loxo action to quickly connect to your CRM and automatically lookup or sync records.
For Loxo there are 4 different actions that can be used for any record:
Lookup Record
Create Record
Update Record
Upsert Record
1️⃣ Lookup Record
If you want to:
Check if record exists in your Airtable
This action is particularly helpful if you want to conditionally exclude records you already have in your CRM from further enrichment.
2️⃣ Create Record
If you want to:
Create and push a new record to your Airtable.
This action is particularly helpful if you want to take the information you've found in Clay and instantly create corresponding records in Airtable.
3️⃣ Update Record
If you want to:
Update an existing record to your Airtable.
4️⃣ Upsert Record
If you want to:
Create or Update an Airtable Record based on matching values.
This action combines "Create Record" and "Update Record".
⭐️ Cost: Free:)
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