Connect

Connect Airtable

Connect one Concierge site to one Airtable base, choose the destination table, and verify a test record before going live.

Airtable is outbound-only today: Concierge can create or update Airtable records, but Airtable cannot send changes back into Concierge through this connector.

Create restricted Airtable access

  1. In Airtable, open Create personal access token.
  2. Name it so your team knows it belongs to Concierge and this environment.
  3. Grant data.records:read, data.records:write, and schema.bases:read.
  4. Under Access, choose only the base Concierge should use.
  5. Create the token and copy it. Keep it private.

Connect the base

  1. Open the site in Concierge, then open Integrations and Airtable.
  2. Choose Connect Airtable and paste the personal access token.
  3. Choose Find accessible bases.
  4. Select the Airtable base that should receive Concierge records.
  5. Add an optional connection label, then choose Connect selected base.
  6. Concierge stores the token securely and does not show it again.

Choose the table and map fields

  1. Open Field mapping and choose Discover objects.
  2. Select the destination Airtable table.
  3. Map Concierge contact, company, inquiry, and source fields to the correct Airtable columns.
  4. Choose at least one reliable identity field, usually email or phone.
  5. Activate the field mapping.

Create a rule and verify one record

  1. Open Sync rules and choose the Concierge events that should send to Airtable.
  2. Choose whether an existing identity is updated and whether a missing identity is created.
  3. Save and enable the rule.
  4. Open Test & health and run the health check.
  5. Send a test contact, then open Airtable and confirm the correct table and columns.

Fix common Airtable problems

  • No bases found: give the token access to the intended base and include schema.bases:read.
  • Table or columns missing: confirm the token still has base access, then discover the schema again.
  • Write rejected: add data.records:write and confirm the mapped Airtable field is writable.
  • Duplicate records: choose a stronger email or phone identity mapping.
  • Token changed: use Replace Airtable connection, then rerun health and test.

Pause, replace, or disconnect

Pause live delivery while fixing a mapping. Replace the connection when the token, base, or owner changes. Disconnect it when this Concierge site should no longer write to the base. Routing and Messages continue independently.