Airtable + Planning Pod
Create leads in Planning Pod from new or updated records in Airtable
Streamline your workflow with this setup that seamlessly transfers new or updated records from Airtable straight into Planning Pod as leads. This automation not only helps in keeping your contacts organized but also saves you the hassle of manually importing data. Enhance your productivity by ensuring that each lead in your Planning Pod has the latest and relevant information from your Airtable records.
Streamline your workflow with this setup that seamlessly transfers new or updated records from Airtable straight into Planning Pod as leads. This automation not only helps in keeping your contacts organized but also saves you the hassle of manually importing data. Enhance your productivity by ensuring that each lead in your Planning Pod has the latest and relevant information from your Airtable records.
- When this happens...New or Updated Record
Triggers when a record is created or updated.
- automatically do this!Create Lead
Triggers when a new lead is created.
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BaseRequired
TableRequired
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Include attachment content
Try ItBaseRequired
TableRequired
RecordRequired
CommentRequired
Cache Copy
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TableRequired
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Help Text
Primary lookup fieldRequired
Secondary lookup field
Help Text
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Last modified time columnRequired
Limit to view
Include file contents?
Try ItBaseRequired
TableRequired
NameRequired
Workspace IDRequired
Number of TablesRequired
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Table NameRequired
Table Description
Primary Field Name
Primary Field Type
