> ## Documentation Index
> Fetch the complete documentation index at: https://docs.orbitforms.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Airtable Integration

> Sync form submissions to your Airtable bases

<img src="https://mintcdn.com/orbitai-d647f397/T1yKN7sdBmMTM8cv/_images/integrations/airtable.svg?fit=max&auto=format&n=T1yKN7sdBmMTM8cv&q=85&s=fdca561c79dfd00a4ab6226de6d6a3b3" alt="Airtable" width="32" height="32" data-path="_images/integrations/airtable.svg" />

[Visit Airtable](https://www.airtable.com)

Connect your OrbitForms forms to Airtable and automatically add form submissions as new records in your bases. Perfect for tracking leads, managing projects, or building custom databases. The integration uses OAuth for secure authentication—no API keys to manage.

## Key Features

<CardGroup cols={2}>
  <Card title="Real-time Sync" icon="arrows-rotate">
    Form submissions are instantly added to your Airtable base
  </Card>

  <Card title="Field Mapping" icon="columns">
    Map form fields to any column in your Airtable table
  </Card>

  <Card title="Auto-create Records" icon="table">
    Each submission creates a new row automatically
  </Card>

  <Card title="Trigger Automations" icon="bolt">
    Works with Airtable automations for advanced workflows
  </Card>
</CardGroup>

## Before You Begin

<Note>
  Before setting up the Airtable integration, make sure you have:

  * An Airtable account (free or paid)
  * A base with at least one table already created
  * Columns in your table that match the data you want to sync (e.g., Name, Email, Phone)
</Note>

<Info>
  Need to create a base first? See the [Airtable Getting Started Guide](https://support.airtable.com/docs/getting-started-with-airtable).
</Info>

## Choose Your Integration Method

Airtable can be set up in two ways. Choose based on your needs:

### Integration Page vs. Workflows: Which Should You Use?

**Integration Page** — Use the Integration page when you want to send **all form submissions** directly to Airtable without any filtering.

* Simple 1:1 form-to-Airtable mapping
* No need for lead qualification first
* Fastest setup for basic data sync

**Workflows** — Use Workflows when you need **filtering, enrichment, or AI qualification** before sending to Airtable.

* Filter by lead score or qualification
* Enrich leads before sending (Clay, etc.)
* Use AI SDR qualification first
* Route different leads to different tables

## Setup Guide

### Step 1: Connect Your Airtable Account

The Airtable integration uses OAuth for secure authentication. You'll authorize OrbitForms to access your Airtable workspace without sharing your password.

<Steps>
  <Step title="Go to Integrations in OrbitForms">
    From your dashboard, click "Integrations" in the left sidebar.
  </Step>

  <Step title="Find Airtable">
    Scroll down or search for "Airtable" in the integrations list.
  </Step>

  <Step title="Click to configure">
    Click on the Airtable card to open the configuration panel.
  </Step>

  <Step title="Click &#x22;Connect Airtable&#x22;">
    You'll be redirected to Airtable to authorize the connection.
  </Step>

  <Step title="Authorize OrbitForms">
    On Airtable's authorization page, select the workspace you want to connect and click "Grant access".
  </Step>

  <Step title="Return to OrbitForms">
    You'll be automatically redirected back to OrbitForms. You should see "Connected to Airtable" with your email displayed.
  </Step>
</Steps>

### Step 2: Configure a Form Mapping

<Steps>
  <Step title="Select a form to configure">
    After connecting, you'll see a list of your forms. Click on the form you want to send data from.
  </Step>

  <Step title="Select a Base">
    Choose which Airtable base to send data to from the dropdown. All bases in your connected workspace will appear.
  </Step>

  <Step title="Select a Table">
    Choose which table within the base to add records to.
  </Step>

  <Step title="Map your form fields">
    For each form field, select the corresponding Airtable column. Column names are case-sensitive.
  </Step>

  <Step title="Click Save Mapping">
    Click "Save Mapping" to save your configuration. The form will now send data to Airtable.
  </Step>
</Steps>

## Field Mapping

Map your form fields to Airtable columns. Make sure your Airtable column types match the data you're sending.

| Form Field         | Airtable Column | Recommended Type |
| ------------------ | --------------- | ---------------- |
| Name               | Name            | Single line text |
| Email              | Email           | Email            |
| Phone Number       | Phone           | Phone number     |
| Message            | Notes           | Long text        |
| Company            | Company         | Single line text |
| Dropdown Selection | Status          | Single select    |

<Warning>
  **Important: Column Names are Case-Sensitive** — "Email" is different from "email". Make sure your Airtable column names exactly match what you select in the mapping.
</Warning>

## Using Airtable with Workflows

For advanced use cases, add Airtable as a destination in your workflows. This gives you more control over which submissions get sent to Airtable.

### Use workflows when you need to:

* Send records only for qualified leads (after AI agent qualification)
* Include enriched data in your Airtable records (from Clay, Clearbit, etc.)
* Route different form submissions to different tables or bases
* Use AI SDR to classify leads before adding to Airtable
* Combine with other destinations like your CRM in a single flow

### Adding Airtable to a Workflow

<Steps>
  <Step title="Create or open a workflow">
    Go to Workflows in your dashboard and create a new workflow or open an existing one.
  </Step>

  <Step title="Add a trigger">
    Set up a Form Submission trigger for the form(s) you want to sync.
  </Step>

  <Step title="Add any intermediate steps (optional)">
    Add AI Agent for qualification, Enrichment nodes, or Filter nodes as needed.
  </Step>

  <Step title="Add Airtable destination">
    Click the + button and select Airtable from the destinations list.
  </Step>

  <Step title="Configure the Airtable node">
    Select your base, table, and map your fields. You can use enriched data from previous nodes.
  </Step>

  <Step title="Save and activate">
    Save your workflow and toggle it to Active. Records will now flow through your workflow.
  </Step>
</Steps>

### Example: Qualified Leads Only

A common workflow that only adds qualified leads to Airtable:

**Form Submission** → **AI Agent (Qualify)** → **Filter (Score > 70)** → **Airtable**

## Verifying Your Data

After setting up the integration, verify that records are being created in Airtable:

<Steps>
  <Step title="Submit a test form">
    Fill out and submit your form with test data to create a record.
  </Step>

  <Step title="Open your Airtable base">
    Go to the base and table you configured in the integration.
  </Step>

  <Step title="Verify the record">
    Check that a new row appears with your form data. Records typically appear within a few seconds.
  </Step>
</Steps>

## Troubleshooting

<Warning>
  **Records not appearing in Airtable?** — Check that your column names exactly match the mapping (case-sensitive). Also verify that the column types in Airtable are compatible with the data you're sending. For example, sending text to a Date column will fail.
</Warning>

<Warning>
  **"No bases found" after connecting?** — Make sure you granted access to at least one workspace when authorizing the connection. You may need to disconnect and reconnect, making sure to select the workspace that contains your bases.
</Warning>

<Warning>
  **Connection expired or disconnected?** — OAuth connections can occasionally expire. Click "Reconnect" in the integration settings to re-authorize. Your existing form mappings will be preserved.
</Warning>

<Warning>
  **Duplicate records in Airtable?** — If you're seeing duplicate records, you may have both the Integration Page and a Workflow configured for the same form. Choose one method and disable the other to avoid duplicates.
</Warning>

<Warning>
  **Field type mismatch errors?** — Make sure the Airtable column type matches your data. Email addresses should go to an Email type column, phone numbers to a Phone type column, etc. For multi-select fields, ensure you're sending valid option values.
</Warning>

## Resources

* [Airtable Getting Started Guide](https://support.airtable.com/docs/getting-started-with-airtable)
* [Airtable API Documentation](https://airtable.com/developers/web/api/introduction)
* [Airtable Automations Overview](https://support.airtable.com/docs/airtable-automations-overview)
* [Airtable Website](https://www.airtable.com)