Airtable Integration

Collect your leads in your Airtable base: every new lead becomes a new record in the table you choose. Your views and automations keep working as they are.

Overview

Airtable is the tool for teams that want the ease of a spreadsheet with the structure of a database. MHS Links AI connects to your Airtable base through the official API and adds the leads the assistant qualifies to the table you choose as records.

Each record includes contact details, channel, intent score, appointment details, and a conversation summary, mapped to the fields in your table. Your Airtable views and automations keep working with these records.

What You Can Do

One Record per Lead

New leads are added as records to the table in the base you choose.

Field Mapping

Details such as score, channel, and appointment date are written to the fields in your table.

Views and Automations

The views and automations you’ve built in Airtable work with the new records on their own.

Limited Access

Access is limited to the base you choose and the permissions it needs.

Setup Steps

  1. 01

    Create an Access Token

    In Airtable, you create a personal access token with access to only the relevant base and the permissions it needs.

  2. 02

    Choose the Table

    Together, we choose the base and table that will receive the leads.

  3. 03

    Map the Fields

    We define which information goes into which field.

  4. 04

    Test and Go Live

    Records are checked with sample leads, and new leads start flowing into your table once you approve.

Requirements

  • An Airtable account and a base you can edit
  • The table and fields that will receive the leads
  • At least one messaging channel for the assistant to work on

Data and Security

  • The connection uses an access token limited to the base you choose and the permissions it needs.
  • You can end access at any time by deleting the token in your Airtable developer settings.
  • The assistant answers only from the information you upload. When it doesn’t know something, it doesn’t make things up; it hands the conversation to your team.

For details, see our Privacy Policy.

Which Plans Include It?

This integration is planned as part of your setup, based on your needs. We’ll work out together during setup which plan it’s added to and how.

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Frequently Asked Questions

Yes. Your existing fields are mapped, and new leads are added to your table as records.

Yes. Automations that run when a new record is created are triggered by the records the assistant adds as well.

No. A short summary of the conversation is added to the record; the full conversation stays in the panel and in CRM Core.

Send Your Leads
to the Tools You Use

Try the Plus plan free for 3 days, and we’ll work with you to define the setup scope and the configuration that suits you best.