Which plan do I need for Airtable sync?
CRM sync is a Pro plan feature, and the 7-day trial includes it. On Starter and Growth you cannot connect Airtable until you upgrade. See the pricing page for current plan prices.
CRM integration
Airtable sync for Instagram, WhatsApp and Messenger leads
The short answer
Instant Reply adds one record to an Airtable table you pick for each qualified lead, filling columns named Name, Email, Phone, Source, Last Message and Conversation URL. Rows are added, never matched, so a conversation that keeps syncing can leave several rows. You choose the base and table after connecting. Pro plan.
Last verified
What gets sent to Airtable
This is the default field map. In the workspace you can switch individual fields off or, where Airtable allows it, point them at another destination. Empty values are skipped.
| Instant Reply has | Lands in Airtable as |
|---|---|
| Name | "Name" column |
| "Email" column | |
| Phone | "Phone" column |
| Source | "Source" column |
| Latest message | "Last Message" column |
| Conversation link | "Conversation URL" column |
Set up
- 1Open Integrations and choose Airtable, then approve the Airtable OAuth screen and the bases you want to expose.
- 2Select the base and table that should receive leads. Leads cannot sync until you do.
- 3Create columns with the names above, as text, email, phone or URL fields.
Plan and limits
- Included on Pro ($349/month, $3,490/year) and during the 7-day trial.
- Not available on Free, Creator, Starter, Growth or the developer plans.
- Owners and admins connect the CRM. Members can see each lead's sync status.
What the Airtable connector does not do
- It only sends data out. Changes you make in the CRM do not flow back into Instant Reply.
- It does not copy the whole message thread. It sends the latest message and a link back to the conversation.
- It does not look for an existing record. Every sync adds a new row, and a sync can run after each new customer message.
- A "Notes" column mapping is ignored, and customer interest and preferences are not written to Airtable.
Airtable sync questions
When does a conversation sync?
Once Instant Reply treats a conversation as a lead and it appears in the Customers view. After that, the sync runs again as new customer messages arrive, so the record reflects the latest message.
Does Airtable end up with duplicate rows?
Yes, it can. The Airtable connector creates a record per sync and does not search for an earlier one. Because a sync can follow each new customer message, one conversation can produce several rows. Filter or group by the Conversation URL column to find repeats.
Which columns does the table need?
Name, Email, Phone, Source, Last Message and Conversation URL, spelled exactly like that. Empty values are skipped. If a column is missing Airtable rejects the write and the lead shows a failed sync.
Can I use an existing base?
Yes. After you approve access, you pick the base and the table from your own list. Instant Reply only writes to the table you select.
Is Airtable a CRM here?
It is a destination table. Instant Reply gives it lead rows; the views, automations and follow-up work are yours to build in Airtable.
Keep reading
- CRM integration feature page. The sync workflow and field mapping in one place.
- Pricing and plan limits. Pro is the plan that unlocks CRM sync.
- HubSpot sync. Updates matching records.
- Pipedrive sync. Updates matching records.
- Notion sync. Adds a new entry per sync.
- Zoho CRM sync. Updates matching records.