1.Captures new contact submission
Integrate Airtable, and form submissions to map incoming fields to contact and project variables.
Create or update client contact and project details
Automatically capture new contact submissions across Airtable records and enrich related projects. Create or update client contacts, update project details, and email alerts when required project data is missingβso you can skip manual linking and keep records current.
How this automation updates your client and project records
When new records land in your Airtable worksheet, missing project or type details can stall client onboarding. This automation enriches client contact records and updates related project fields and sends admin alertsβso your team can keep links accurate.
Airtableor swap with your favorite app
2.Loops contact channels
Integrate Looping by Zapier and contact mapping to split email, phone, and scheduling link into primary fields.
Looping by Zapieror swap with your favorite app
3.Checks project reference
Integrate Filter by Zapier and data validation to continue only when a project reference exists.
Filter by Zapieror swap with your favorite app
4.Creates or updates client record
Integrate Airtable and contact databases to match by email and create or update a client record.
5.Updates related project fields
Integrate Airtable and project records to find the SEO project and update keywords and primary location.
6.Sends alert for missing info
Integrate Gmail and notification workflows to email admins when project reference or type needs manual linking.
Gmailor swap with your favorite app
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Simplify contact records with automated lead capture, record updates, and duplicate prevention
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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