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Airtable

Optimize data organization and collaboration with Clay's Airtable integration. Empower your team with structured data.

Learn more!

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

Expand this to see the set up!

Lookup Record

For Lookup Record, you need to select:

  • A Base ID

  • And object field to search by after the Base ID is given.

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.

Expand this to see the set up!

Create Record

For Create Record you need to first choose the Base ID of the Airtable you want to create a record in. After mapping the initial input, you'll see all of the properties you have in your Airtable instance below. You can map entire columns to the different Airtable properties.

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.

Expand this to see the set up!

Update Record

After mapping the initial input, select the type of record you want to update and map your Clay columns to the Airtable properties.

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".

Expand this to see the set up!

Upsert Record

In order for this integration to work, you must be looking up a record based on a Base ID.

Once you've added the initial input, you'll be able to select and map in any additional fields you'd like from Clay.

If the record exists, the record will be updated. If it does not exist, a new record will be created.

⭐️ Cost: Free:)

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