Airtable + Compass

Create new Compass leads from new Airtable records

Effortlessly streamline your lead management process with this Airtable and Compass automation. When a new record is added in Airtable, a new lead will be created in Compass, saving you time and ensuring a seamless transfer of information. Keep your sales pipeline organized and stay on top of potential opportunities by integrating these powerful tools.

Effortlessly streamline your lead management process with this Airtable and Compass automation. When a new record is added in Airtable, a new lead will be created in Compass, saving you time and ensuring a seamless transfer of information. Keep your sales pipeline organized and stay on top of potential opportunities by integrating these powerful tools.

  1. When this happens...
    AirtableAirtable
    New Record

    Triggers when a new record is created or new or existing records when first added to a selected view.

    TriggerPolling
  2. automatically do this!
    CompassCompass
    Create a New Lead

    Create a new lead in your Compass CRM.

    ActionWrite
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Supported triggers and actions

    • Help Text

    • BaseRequired

    • TableRequired

    • Last modified time columnRequired

    • Limit to view

    • Include file contents?

    Trigger
    Polling
    Try It
    • BaseRequired

    • TableRequired

    Action
    Write
    • NameRequired

    • Workspace IDRequired

    • Number of TablesRequired

    Action
    Write
    • BaseRequired

    • Table NameRequired

    • Table Description

    • Primary Field Name

    • Primary Field Type

    Action
    Write
airtable logo
airtable logo

About Airtable

Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.
Learn more

Related categories

  • Databases

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compass-da26590 logo
compass-da26590 logo

About Compass

Compass CRM empowers Compass agents to manage their business end-to-end in one platform.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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