Airtable + KonnektiveCRM
Create records in Airtable for every new order in KonnektiveCRM
Organize and track your new sales efficiently with this automation workflow. When a new order comes in through KonnektiveCRM, a corresponding record is created in Airtable. This seamless process ensures you consistently keep track of all sales transactions, improving your record keeping and delivering immediate visibility of sales data.
Organize and track your new sales efficiently with this automation workflow. When a new order comes in through KonnektiveCRM, a corresponding record is created in Airtable. This seamless process ensures you consistently keep track of all sales transactions, improving your record keeping and delivering immediate visibility of sales data.
- When this happens...New Order
Triggers when a new order is created. NOTE: If QA is active the order must be approved before the sale will trigger.
- automatically do this!Create Record
Creates a new record with auto-populating fields.
- Free forever for core features
- 14 day trial for premium features & apps
New Customer
Triggers when a new customer is created.
Try ItTransaction TypeRequired
Product
Try ItCampaignRequired
Quality Assurance
Phone NumberRequired
Email AddressRequired
First NameRequired
Last NameRequired
Street AddressRequired
Street Address 2
CityRequired
CountryRequired
StateRequired
Zip CodeRequired
Shipping InformationRequired
Product IdRequired
Product Quantity
Product Price
Product Ship Price
Ship First Name
Ship Last Name
Ship Street Address
Ship Street Address 2
Ship City
Ship Country
Ship State
Ship Zip Code
Contact Opt In
Email Opt In
Marketing Opt In
BaseRequired
TableRequired
Limit to View
Include attachment content
Try It
Campaign
Order Type
Upsell
Campaign Product Id
Try ItCampaignRequired
Email AddressRequired
Phone Number
First NameRequired
Last NameRequired
Street AddressRequired
Address 2
CityRequired
CountryRequired
StateRequired
Zip CodeRequired
Ship First Name
Ship Last Name
Ship Street Address
Ship Address 2
Ship City
Ship Country
Ship State
Ship Zip Code
Contact Opt In
Email Opt In
Marketing Opt In
CampaignRequired
Session Id
Quality Assurance
Phone Number
Email AddressRequired
First NameRequired
Last NameRequired
Street AddressRequired
Street Address 2
CityRequired
CountryRequired
StateRequired
Zip CodeRequired
ProductRequired
Product Quantity
Product Price
Product Ship Price
Product 2
Product 2 Quantity
Product 2 Price
Product 2 Ship Price
Product 3
Product 3 Quantity
Product 3 Price
Product 3 Ship Price
Shipping InformationRequired
Ship First Name
Ship Last Name
Ship Street Address
Ship Street Address 2
Ship Country
Ship State
Ship City
Ship Zip Code
Custom 1
Custom 2
Custom 3
Custom 4
Custom 5
Contact Opt In
Email Opt In
Marketing Opt In
Help Text
BaseRequired
TableRequired
Last modified time columnRequired
Limit to view
Include file contents?
Try It
