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, and optionally pushes buying-group coverage data when you enable that section.

Prerequisites

  • Airtable integration connected with table mapping configured
  • 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
TrailSpark ICPSingle line textThe ICP name the account was scored against
TrailSpark Score statusSingle line text (or Single select with current/retired/not_evaluated options)Whether the pushed score is current, retired, or the account is not evaluated
TrailSpark AI ReasoningLong text (see the warning below)The plain-language explanation behind the account's propensity score

To store the ICP or Score status on Contacts too, add matching fields to your Contacts table.

Buying-group fields are documented below — add them only if you plan to use that feature.

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 required fields to your Airtable Contacts table:

UI LabelDescription
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
ICPWhere the name of the ICP the record was scored against is stored (optional)
Score statusWhere the account's score status (current, retired, or not evaluated) is stored (optional)

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.

ICP

The ICP card configures where the name of the ICP each account was scored against is written on the Companies table. It travels on the same account-level sync as the propensity score, so downstream automations can branch on which ICP produced a score. The field is optional. When an account was scored without a specific ICP, nothing is written.

AI reasoning

The AI reasoning card configures where each account's plain-language explanation is written on the Companies table — the same narrative you see on the account in TrailSpark and in Slack alerts. It travels on the same account-level sync as the propensity score and always describes that score, so the two can never disagree.

Map it when you want the "why" behind a score readable directly in your base — on the record, in a grid view, or in an interface. This is separate from the Contact-level Reasoning Field, which explains an individual person's score; map either, both, or neither.

Use a Long text field, not Single line text. Airtable updates a record in a single write, so a field too small to hold the explanation rejects the whole update — the propensity score and buying-group fields included, not just the reasoning.

The field is optional. When an account's evaluation has no explanation, nothing is written — your existing field value is left untouched rather than blanked. When an account's score is retired, the last explanation stays in place and Score status flips to retired.

Score status

The Score status card configures where each account's score status is written on the Companies table (and, on the Contact mapping, on Contacts). It travels on the same sync as the propensity score and takes one of three values:

  • current -- the pushed propensity score reflects the account's live standing.
  • retired -- the account no longer matches the ICP it was scored against, so its last pushed score is stale and should no longer be trusted.
  • not_evaluated -- the account has no evaluation yet.

When an account leaves the ICP it was scored against, TrailSpark promptly updates this field to retired in Airtable (for destinations that map it) — you don't have to wait for the account's next sync. Without the field, a retired account simply stops receiving score updates and its last pushed score silently goes stale, so an automation cannot tell a fresh score from a stale one. Map it to let automations suppress or flag scores that are no longer current. The field is optional; unmapped, nothing is written.

Account Fields

The Account Fields card writes company data into fields you choose in your Airtable base. All fields are optional and only write when you map them. Unlike the Salesforce and HubSpot destinations, each row here also has its own source choice:

UI LabelWritten toSource options
IndustryCompaniesBest known (CRM + enrichment) / Enrichment data
Employee CountCompaniesBest known (CRM + enrichment) / Enrichment data
RegionCompaniesBest known (CRM + enrichment) / Enrichment data
Market SegmentCompaniesBest known (CRM + enrichment) / Enrichment data
Website DomainCompaniesBest known (CRM + enrichment) / Enrichment data
  • Best known (CRM + enrichment) (default) -- TrailSpark's best-known value for the field: your connected CRM's own value when it has one, filled in with data from your connected enrichment providers when it doesn't. This is the same value shown on the account page.
  • Enrichment data -- the raw value from your connected enrichment providers only (for example Clay or Reo.dev), regardless of what your CRM has for that field.
Choose Enrichment data when you want to see your enrichment provider's answer on its own -- for example, mapping Industry to a separate Clay Industry field to compare against your CRM's value, rather than blending the two.

This writes on the same account-level sync that pushes propensity and buying-group coverage, for accounts linked to a record in your Companies table. A field is left blank if its chosen source has no value for that account; it is never filled from the other source.

Custom enrichment fields

If your enrichment provider sends fields beyond the standard five and you've turned them on under Enriched fields (see Enrichment Rules & Budget Caps), each active field gets its own extra row on this card, using the label you gave it. Map it to a field in your Companies table the same way as the standard fields -- custom fields are always sourced from enrichment data (there's no Best known / Enrichment data choice, since there's no CRM value to blend with). Turning a field off later doesn't remove an existing mapping -- the row is kept and marked "No longer active," and it stops writing until the field is reactivated.

Buying Group Fields

Enable the Push buying-group fields toggle to push coverage data alongside evaluation scores. All fields in this section are optional — they write only when you map them.

Account properties

UI LabelWritten toWhat it contains
Buying-group stageCompaniesDormant, Forming, or Complete
Engagement completeness (%)CompaniesShare of required roles with an actively engaged person
Known completeness (%)CompaniesShare of required roles with any person assigned
People still neededCompaniesCount of additional people needed to complete the group
Missing rolesCompaniesRole names not yet filled (semicolon-separated)
Engaged rolesCompaniesRole names currently active (semicolon-separated)
Propensity as-of dateCompaniesDate the propensity score was last evaluated
At-risk statusCompanies"At Risk" when high propensity meets stalled engagement; otherwise "Current"
Renewal healthCompaniesHealth signal for renewal-ICP accounts: Healthy, Cooling, Fading, Cold, or Pending

For what these values mean, see Account coverage.

Airtable does not currently support a contact-level buying-group roles field. Use Salesforce or HubSpot if you need per-contact role data in your destination.

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 and buying-group fields, 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-level fields 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
Buying-group fields not writingConfirm the "Push buying-group fields" toggle is on and the field is mapped
"No Airtable Integrations" messageConnect Airtable first from Settings > CRM Integration > Connect tab

Next Steps