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Integrating with Airtable

Connect Your Airtable to Salesmsg

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Written by Operations Manager

Connect Salesmsg and Airtable to keep contact data in sync between the two platforms and trigger text messages straight from your Airtable automations. If your team uses Airtable as a lightweight CRM or contact tracker, this integration removes the manual work of copying data back and forth, and lets an Airtable record change send a real SMS through Salesmsg.

Looking for something specific? If you just want contact data to stay in sync, start with How to Connect Airtable. If you want an Airtable automation to send a text message, skip ahead to How to Send SMS from Airtable to Salesmsg.

What You Can Do

  • Two-way contact sync: changes to a linked contact in Salesmsg or Airtable stay consistent in both platforms automatically.

  • Custom field mapping: choose which Airtable fields correspond to Salesmsg's Phone, First Name, Last Name, and Email fields.

  • Create Airtable records from Workflows: automatically create a new Airtable record, pre-filled with Salesmsg contact data, based on texting activity.

  • Send SMS from an Airtable automation: trigger a Salesmsg message directly from an Airtable record change, using Airtable's own automation tools. See How to Send SMS from Airtable to Salesmsg.

How to Connect Airtable

  1. Log in to your Salesmsg account.

  2. Navigate to Settings → Marketplace.

  3. Find Airtable and click Connect.

  4. Authorize Salesmsg to access your Airtable account.

  5. Once authorized, you'll return to Salesmsg and the integration status will show Connected. A Settings tab will appear on the Airtable page.

Note: You'll need an Airtable account with access to the base and table you want to sync.

Setting Up Your Base & Table

Airtable syncs at the base and table level, so you'll tell Salesmsg exactly where your contact data lives before mapping fields.

  1. Open the Airtable integration page and go to the Settings tab.

  2. Under Base & table, select the Base you want to sync.

  3. Select the Table within that base.

Once a table is selected, the Property mapping section becomes available.

Mapping Your Fields

Field mapping determines which Airtable columns receive which Salesmsg contact fields.

  1. In the Property mapping section, select a Salesmsg field (Phone, First Name, Last Name, or Email).

  2. Choose the matching Airtable field from the dropdown.

  3. Repeat for any additional fields you want synced.

Phone number mapping is required. You won't be able to save your setup without it, since phone number is how Salesmsg and Airtable records are matched to each other.

Only Airtable fields with a compatible type are shown for each Salesmsg field. A text-type Salesmsg field, for example, only offers Airtable fields like Single Line Text, Email, or Phone Number. If you don't see the Airtable field you expect, check its field type in Airtable.

Using Airtable in Workflows

Salesmsg Workflows can create a new Airtable record automatically whenever your automation reaches that step, for example when a contact opts in or completes a survey. Add a Create Contact action to a Workflow to send Salesmsg contact data straight into Airtable, with no manual entry required.

  • The new record is created in the Airtable base and table you selected in your contact sync settings (above); this can't be changed per action.

  • Salesmsg's four standard fields (Phone, First Name, Last Name, Email) are pre-mapped from your sync settings; Phone is required.

  • You can additionally map any Salesmsg custom contact fields to other Airtable fields in the action.

  • This action creates a new Airtable record.

How to Send SMS from Airtable to Salesmsg

The sections above keep contact data in sync. This section covers the opposite direction: having an Airtable automation trigger a text message the moment a record is created or updated, for example when a deal closes, an order ships, or a form is submitted.

This works today using Airtable's own Run a script automation action to call a feature Salesmsg already has, with no separate integration platform or extra fee required.

Requires an Airtable Team plan or higher. "Run a script" isn't available on Airtable Free or Plus, and can't be unlocked with a trial.

Which Salesmsg feature should I use?

  1. Want a reminder sequence, nurture flow, or any multi-step follow-up? Use Enroll in Automation by Webhook (Workflow, or Campaign/AI Agent): enrolls the contact into a Salesmsg Workflow, Campaign, or AI Agent.

  2. Want a single message per record, like an order confirmation or one-off alert? Use Custom Trigger: sends one pre-built, personalized message.

Option A: Enroll in Automation by Webhook (Workflow, or Campaign/AI Agent)

  1. In Salesmsg, open the Workflow (or Campaign/AI Agent) you want to trigger, then click the Trigger node, the first node in the flow.

  1. Toggle on Enroll contacts by webhook.

  2. Activate the automation. The Webhook URL only becomes available once it's active: it's shown in a confirmation window at activation, then stays visible as a copyable field in the same Trigger panel.

  3. In your Airtable base, go to Automations → Create automation → Run a script.

  4. Add input variables for the webhook URL and the contact details you want to send (phone, first name, last name, email), mapped from your trigger record's fields.

  5. In the script, pass those input variables to the Webhook URL and send the request. Phone number is required; if it's missing, skip the request rather than sending one.

  6. Test the automation, confirm it runs without errors, then turn it on.

Option B: Send a Single Message (Trigger)

  1. In Salesmsg, create a Trigger: set the sending number/inbox, write your message (merge tags supported for personalization), and set contact-matching filters. Copy its webhook URL.

  2. In Airtable, set up the automation the same way as Option A, adding input variables for fields your message template pulls in.

  3. Use the same script pattern, pointed at the Trigger's webhook URL.

Because the message is composed in Salesmsg's UI, not hard-coded in your Airtable script, your team can update wording, tone, or merge fields anytime, with no need to touch the Airtable automation.

Disconnecting Airtable

Disconnecting stops the sync without deleting any data on either side.

  1. Go to Settings → Marketplace.

  2. Find the Airtable integration.

  3. Click Disconnect.

  4. The status updates to Not Connected. Your Airtable data is not affected.

Troubleshooting

  • "Not Connected" shown: Reconnect via Settings → Marketplace. Usually an expired session.

  • A contact isn't syncing: Check it has a phone number; that's the match key.

  • Field missing from mapping dropdown: Its Airtable type is incompatible and filtered out.

  • Mapping shows a warning: The mapped base, table, or field changed in Airtable; update the mapping.

  • Create Airtable Record isn't running: Confirm Airtable is still Connected and the mapped base/table/fields still exist.

  • No "Run a script" option: Requires Airtable Team plan or higher; not included in the Team trial.

  • No message sent, no error: Usually the contact opted out, or is already enrolled (Enroll in Automation by Webhook). Check the automation's execution history.

  • Integration shows "Not Connected": Go to Settings → Marketplace, find Airtable, "Not Connected" shown: Reconnect via Settings → Marketplace. Usually an expired session.

Frequently Asked Questions

Do I need a paid Airtable plan just for contact sync?

No. Two-way contact sync works on any Airtable plan, including Free. Only the SMS-sending automations (Run a script) require Team plan or higher.

Can I sync more than one Airtable base?

No, currently one base and one table per sync configuration.

What happens in Airtable if I delete a contact in Salesmsg?

The matched Airtable record is unlinked, not deleted; your Airtable data stays intact.

Does connecting Airtable start sending texts automatically?

No. Contact sync only keeps data aligned. To actually send a message, you also need to set up Enroll in Automation by Webhook or a Trigger, as described above.

Can I change which base or table I'm syncing later?

Yes, update it anytime in the Property mapping section.

Who can set up or manage this integration?

Anyone with access to Settings → Marketplace in your Salesmsg organization can connect, configure, or disconnect it.

Can I send SMS from Airtable without writing much code?

Yes. Both options in How to Send SMS from Airtable to Salesmsg use a short script in Airtable's built-in Run a script step to call Salesmsg directly. No separate integration platform is required.

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