Airtable Destination
Overview
The Airtable destination writes evaluation results to your Airtable Contacts and Companies tables. TrailSpark maps scores, reasoning, and evaluation dates to fields you specify in your Airtable base.
Prerequisites
- Airtable integration connected with table mapping configured (see Connecting Airtable)
- Fields created in your Airtable Contacts table for TrailSpark data
- Admin or Owner role in TrailSpark
Fields in Airtable
Create these fields on your Contacts table:
| Field Name (suggested) | Field Type | Purpose |
|---|---|---|
| TrailSpark Score | Single line text (or Single select with hot/warm/cold options) | Evaluation score |
| TrailSpark Evaluation Date | Date | When the evaluation occurred |
| TrailSpark Reasoning | Long text | AI-generated evaluation reasoning |
For company propensity, create on your Companies table:
| Field Name (suggested) | Field Type | Purpose |
|---|---|---|
| TrailSpark Propensity | Single line text (or Single select with high/medium/low options) | Account-level propensity rating |
You can use any field names you like -- you'll select them from a dropdown during configuration. The names above are suggestions for clarity.
Configuration
Go to Settings > CRM Integration > Destinations tab.
Destination Settings
- Send Evaluations to Airtable -- Toggle to enable/disable the destination
- Airtable Integration -- Select which connected Airtable instance to use (auto-selected if only one exists)
- Create Records if Not Found -- When enabled, creates new Contact records if no match exists. Filter by score level (Hot, Warm, Cold)
Contact Field Mapping
Map three fields to your Airtable Contacts table:
| TrailSpark Field | Description |
|---|---|
| Score Field | Where the evaluation score is stored (hot, warm, or cold) |
| Evaluation Date Field | Where the evaluation timestamp is stored |
| Reasoning Field | Where the AI reasoning is stored |
TrailSpark loads your Airtable field metadata automatically. Select fields from the dropdown. If a previously mapped field no longer exists in Airtable (e.g., it was renamed or deleted), the mapping resets to blank.
Company Propensity Score
The propensity score card configures where account-level propensity (high/medium/low) is written:
- Company Propensity Field (primary) -- Written to the Companies table when a linked company exists
- Contact Propensity Field (fallback) -- Written to the Contacts table when no company is linked
Both fields are optional.
How Record Matching Works
TrailSpark matches records by email address:
- Looks up the contact's email in your Airtable Contacts table
- If found, updates the existing record with evaluation results
- If not found and Create Records is enabled, creates a new Contact record
- For propensity, follows the Contact → Company linked record to find the associated company
The Contact → Company link field must be configured in your table mapping for company propensity to work.
Troubleshooting
| Issue | Resolution |
|---|---|
| Field not in dropdown | Verify the field exists on your Contacts or Companies table and that your table mapping is configured correctly |
| Data not writing | Check that the destination is enabled and the Airtable integration is still connected |
| Contact not found | TrailSpark matches by email -- ensure the contact exists with a valid email in your Contacts table |
| Propensity not updating company | Verify the Contact → Company link field is configured in table mapping |
| "No Airtable Integrations" message | Connect Airtable first from Settings > CRM Integration > Connect tab |
Next Steps
- Evaluation Rules -- Filter which leads get scored
- Connecting Airtable -- Configure table mapping and deal fields
- HubSpot Destination
- Salesforce Destination
