Airtable + Pennylane
Create new Pennylane customers from new Airtable records
Leverage this workflow to streamline your customer management process. Each time a new record is added in Airtable, it triggers a process to create a customer profile directly in your Pennylane app. Simplify your data entry, save time and ensure your customer details are always updated and easily accessible for better business management.
Leverage this workflow to streamline your customer management process. Each time a new record is added in Airtable, it triggers a process to create a customer profile directly in your Pennylane app. Simplify your data entry, save time and ensure your customer details are always updated and easily accessible for better business management.
- When this happens...New Record
Triggers when a new record is created. Optionally: triggers when any record (new or existing) is first added to a selected view.
- automatically do this!Create Customer
Creates a new customer.
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Lookup FieldRequired
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Which timestamp field should this Zap use to check for updates?Required
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