Connect your Airtable account
Activate the integration in ZyndraAI and log in with your Airtable account. Permissions are approved once.
All integrations
CRM and sales
Connect ZyndraAI to Airtable
The connection lets the AI agent fetch and write data in your Airtable base during an ongoing conversation.
What you can do with Airtable
If your product catalogue, stores or opening hours live in Airtable, the AI agent can look up the information in real time while the customer waits.
- Look up product, store or price information in real time.
- Answer availability questions based on current records.
- Create new records based on what the customer provides in the chat.
- Avoid duplicating information in the knowledge base.
How to connect them
Decide what should happen
Choose in the flow builder which step in the conversation should trigger the integration and what data should be sent.
Test and publish
Run through the flow in test mode, check that the data ends up in the right place and publish it on your channels.
Frequently asked questions about the Airtable integration
- Can the agent filter which records it fetches?
- Yes. You specify which view or filter should be used for the lookup.
- Do the answers update automatically when the base changes?
- Yes, the lookup is performed when the question is asked, so the customer gets current information.
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