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 TypePurpose
TrailSpark ScoreSingle line text (or Single select with hot/warm/cold options)Evaluation score
TrailSpark Evaluation DateDateWhen the evaluation occurred
TrailSpark ReasoningLong textAI-generated evaluation reasoning

For company propensity, create on your Companies table:

Field Name (suggested)Field TypePurpose
TrailSpark PropensitySingle 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 FieldDescription
Score FieldWhere the evaluation score is stored (hot, warm, or cold)
Evaluation Date FieldWhere the evaluation timestamp is stored
Reasoning FieldWhere 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:

  1. Looks up the contact's email in your Airtable Contacts table
  2. If found, updates the existing record with evaluation results
  3. If not found and Create Records is enabled, creates a new Contact record
  4. 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

IssueResolution
Field not in dropdownVerify the field exists on your Contacts or Companies table and that your table mapping is configured correctly
Data not writingCheck that the destination is enabled and the Airtable integration is still connected
Contact not foundTrailSpark matches by email -- ensure the contact exists with a valid email in your Contacts table
Propensity not updating companyVerify the Contact → Company link field is configured in table mapping
"No Airtable Integrations" messageConnect Airtable first from Settings > CRM Integration > Connect tab

Next Steps