Airtable + Leader CRM

Create or update Airtable records for new tasks in Leader CRM

Optimize your productivity with this seamless integration between Leader CRM and Airtable. Whenever a new task is set in Leader CRM, a record will be instantly created or updated in Airtable. This workflow is a perfect solution to ensure that your Airtable database always stays up-to-date with your CRM tasks, offering an effective way to streamline your task management and data management processes.

When this happens...
New Task
Triggers when a new task is created.
TriggerInstant
automatically do this!
Create or Update Record
Find and update an existing record, or create a new one.
ActionWrite

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Supported triggers and actions

New Activity
Triggers when a new record is added to the Last Activity column.
Trigger
Instant
Try It
New Note
Triggers when a new note is created.
Trigger
Instant
Try It
New Task
Triggers when a new task is created.
Trigger
Instant
Try It
- Full name
- Job title
- Company
- Assigned to
- Labels
- Status
- Phone number
- Email
- Url
- Address
- Birthday
- Note
Action
Write
- TitleRequired
- Contact id
- Assigned to
- Reminder date
- Due date
- Note
Action
Write

- Name
- Phone
- Email
Action
Search
- Full name
- Phone number
- Email
- Job title
- Company
- Assigned to
- Labels
- Status
- Url
- Address
- Birthday
- Note
Action
Search or write

- 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
- BaseRequired
- TableRequired
- RecordRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- BaseRequired
- TableRequired
- Record IDRequired
Action
Search
- BaseRequired
- Table IDRequired
Action
Search
- BaseRequired
Action
Search

New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
- Additional events
Trigger
Instant
Try It
- Additional events
Trigger
Instant
Try It
- Contact idRequired
- NoteRequired
Action
Write
- IdRequired
- Name
- Job title
- Company
- Assigned to
- Labels
- Status
- Phone
- Email
- Ur
- Address
- Birthday
- Note
Action
Write
- Name
- Phone
- Email
Action
Search
- BaseRequired
- TableRequired
- Limit to View
- Include attachment content
Trigger
Polling
Try It
- BaseRequired
- TableRequired
- RecordRequired
- CommentRequired
Action
Write
- Cache Copy
- BaseRequired
- TableRequired
Action
Write
- BaseRequired
- TableRequired
- Help Text
- Primary lookup fieldRequired
- Secondary lookup field
Action
Write
- BaseRequired
- TableRequired
- RecordRequired
Action
Write
- BaseRequired
- TableRequired
- Number of RecordsRequired
Action
Write
- BaseRequired
- TableRequired
- Search by Field
- Search Value
- Search type
- Search Formula
- Limit to View
Action
Search
- BaseRequired
- Search KeywordRequired
- Search In
Action
Search
- Search KeywordRequired
Action
Search
- BaseRequired
- TableRequired
- Search by Field
- Search Value
- Search type
- Search Formula
- Limit to View
Action
Search or write

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.

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