Connect Airtable
Send your affiliates to an Airtable table you pick, one record each, with their stage.
Keep your affiliates in an Airtable base. Connect it with a personal access token, pick a table, and we add a record for each affiliate.
Make a token in Airtable
- In Airtable, open Builder Hub, then Personal access tokens, then Create token.
- Give it these scopes:
data.records:write, to add and update recordsschema.bases:read, to list your bases and tablesschema.bases:write, to add our columns to the table
- Under Access, add the base you want your affiliates in.
- Copy the token.
Connect
- Go to Settings, then Integrations.
- On the Airtable card, press Connect and paste the token.
- Under Affiliates go to, pick the table. Made a new one since? Press Refresh the list.
We check the token with one read, then store it encrypted. You won't see it again.
Send
- Go to Lists.
- On a list or a segment, press Send to another tool, then Airtable.
- Press Check who goes, then Send to Airtable.
What lands in Airtable
- One record per affiliate with an email, matched on the Email column. Someone already there is updated.
- We add any of these columns the table doesn't have yet: Name, Email, RecruitAffiliates.ai stage, Channel, Profile link and RecruitAffiliates.ai link. Your other columns are left alone.
- Nobody who opted out, asked to be removed or was marked Do not contact ever goes. Nor does anyone who's already your partner, or anyone with no email.
Keep stages in sync
Tick Keep stages in sync on the card. Once a day, anyone you sent who moved stage here is updated in Airtable. Nothing comes back from Airtable.
Plans
Airtable's free plan includes 1,000 API calls a month. We send ten affiliates a call, so that's room for a few thousand. Here, it needs a paid plan with exports, Launch or higher.
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