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Set up your first integration
Quickly connect Airtable to NeonCRM with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Airtable with NeonCRM - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Record" from Airtable.
Add your action
An action happens after the trigger—such as "Create Activity" in NeonCRM.
You’re connected!
Zapier seamlessly connects Airtable and NeonCRM, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
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Try ItTriggerPolling- BaseRequired
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ActionWrite- CacheCopy
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ActionWrite
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- Last modified time columnRequired
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ActionWrite- NameRequired
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Practical ways you can use Airtable and NeonCRM
Sync CRM accounts with Airtable for engineering projects
When a new account is created in NeonCRM, Zapier automatically adds the account details to a specific Airtable base. This ensures alignment between engineering projects and client needs, reducing manual entry and potential errors in syncing data.
Engineering
Track new donations in project databases
When a new donation is recorded in NeonCRM, Zapier can create a matching record in Airtable. This keeps project managers up-to-date with available funds, enabling them to allocate resources more effectively and monitor project budgets in real-time.
Project ManagementLearn how to automate Airtable on the Zapier blog
Frequently Asked Questions about Airtable + NeonCRM integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Airtable and NeonCRM
How do I set up a trigger in Airtable to start an automated workflow in NeonCRM?
To set up a trigger in Airtable, you need to specify the event that will initiate the workflow, such as adding a new record or updating an existing one. Once the trigger is set up in Airtable, you can connect it to NeonCRM by selecting the action you wish to perform, like creating a new donation or updating contact information. Ensuring both platforms have the API enabled is crucial for seamless integration.
Can I sync data bi-directionally between Airtable and NeonCRM?
Yes, you can sync data bi-directionally between Airtable and NeonCRM by setting up separate triggers and actions for each direction. For example, if you add a new donor in NeonCRM, an automatic entry can be made in Airtable and vice versa. It’s essential to carefully map fields across both platforms to ensure data integrity.
What types of data can be transferred from Airtable to NeonCRM?
The types of data that can be transferred from Airtable to NeonCRM include contact details, donation records, event registrations, and more. You can customize which fields are sent over by mapping them during the setup process. Make sure that the corresponding fields between both systems are correctly aligned.
How often do workflows run when integrating Airtable with NeonCRM?
Workflows typically run every few minutes when integrated between Airtable and NeonCRM. Depending on your plan and requirements, we offer options for near real-time updates or periodic syncs at intervals defined during setup.
What should I do if there's a failure in triggering actions from Airtable to NeonCRM?
If there's a failure in triggering actions from Airtable to NeonCRM, first check if there are any errors reported on your dashboard. Common issues include connectivity problems or misconfigured mappings. Reviewing logs and ensuring API permissions are correctly set on both ends will help resolve these issues.
Are there any specific permissions required in either platform for integration?
Yes, you'll need administrative access on both platforms – Airtable and NeonCRM – to configure triggers and actions effectively. Ensure that API access is enabled in both applications so they can communicate properly through our system.
Is it possible to filter which records are sent from Airtable to NeonCRM based on specific criteria?
Absolutely! You can apply filters during the setup phase that allow only records meeting specific criteria (such as donation amount or event type) to be sent from Airtable to NeonCRM. This helps streamline workflows by focusing only on relevant data.
